Plan Ledger DOL Form 5500 · updated monthly

Nationwide Surplus, LLCbenefits

Nationwide Surplus, LLC dba ER2 Health and Welfare Plan · MESA, AZ · plan year 2024

Broker compensation reported · 2024
$89,811

Nationwide Surplus, LLC's benefits plans covered 124 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $89,811 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $724 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 27% from $70,768 in 2023.

Insurance contracts · 20242
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 178 covered
BLUE CROSS BLUE SHIELD OF ARIZONA · health drugpremiums n/a · 156 covered
Brokers & agents paid · 20242
BLACK GOULD AND ASSOCIATES$23,164 · incl $7,934 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 272291378 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.