Plan Ledger DOL Form 5500 · updated monthly

Morton G. Thalhimer, Inc.benefits

Morton G. Thalhimer, Inc. Employee Benefits Plan · GLEN ALLEN, VA · plan year 2024

Broker compensation reported · 2024
$6,456

Morton G. Thalhimer, Inc.'s benefits plans covered 346 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $353,888. Insurance brokers and agents were paid $6,456 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 1.8% of premiums. That is $19 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 26% from $5,129 in 2023.

Insurance contracts · 20245
DELTA DENTAL OF VIRGINIA · dental$191K · 621 covered
STANDARD INSURANCE COMPANY · life$84K · 458 covered
STANDARD INSURANCE COMPANY · ltd$79K · 455 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 643 covered
ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS · visionpremiums n/a · 599 covered
Brokers & agents paid · 20241
MERCER HEALTH AND BENEFITS, LLC$6,456 · incl $2,673 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 541178996 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.