Plan Ledger DOL Form 5500 · updated monthly

Orthocarolina P.A.benefits

Orthocarolina P.A. Health and Welfare Plan · CHARLOTTE, NC · plan year 2024

Broker compensation reported · 2024
$66,650

Orthocarolina P.A.'s benefits plans covered 1,570 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,164,502. Insurance brokers and agents were paid $66,650 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.7% of premiums. That is $42 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 2.7% from $68,523 in 2023.

Insurance contracts · 20246
DELTA DENTAL OF NORTH CAROLINA · dental$1.2M · 2,583 covered
COMMUNITY EYE CARE · visionpremiums n/a · 1,359 covered
UNUM INSURANCE COMPANYpremiums n/a · 326 covered
VISION SERVICE PLAN · visionpremiums n/a · 388 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 1,574 covered
COMPSYCHpremiums n/a · 1,789 covered
Brokers & agents paid · 20243
PHILLIP PORTER GOODRUM$30,550
IBENEFIT COMMUNICATION, LLC$21,272 · incl $3,379 fees
USI INSURANCE SERVICES LLC$14,828 · incl $3,721 fees
Also brokered by Phillip Porter Goodrum5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 561093722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.