Plan Ledger DOL Form 5500 · updated monthly

Orthopedic Specialists of Sw Floridabenefits

Orthopedic Specialists of Sw Florida Welfare Benefit Plan · FORT MYERS, FL · plan year 2024

Broker compensation reported · 2024
$111,698

Orthopedic Specialists of Sw Florida's benefits plans covered 234 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,442,940. Insurance brokers and agents were paid $111,698 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 7.7% of premiums. That is $477 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 8.7% from $102,735 in 2023.

Insurance contracts · 20247
BLUE CROSS BLUE SHIELD OF FLORIDA · health$1.4M · 139 covered
METROPOLITAN LIFE INSURANCE COMPANY · vision lifepremiums n/a · 234 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · std ltdpremiums n/a · 91 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental ltdpremiums n/a · 133 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 177 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 59 covered
FIRST STOP HEALTH, LLCpremiums n/a · 182 covered
Brokers & agents paid · 20248
BALDWIN KRYSTYN SHERMAN PARTNERS LL$72,147
BALDWIN KRYSTYN SHERMAN PARTNERS$35,507 · incl $1,848 fees
WATCHTOWER TECHNOLOGIES, INC.$872 · incl $872 fees
BALDWIN GROUP WEST LLC$426
WATCHTOWER BENEFITS LLC DBA THREEFL$450
LIAZON BENEFITS INC.$12 · incl $12 fees
Also brokered by Baldwin Krystyn Sherman Partners Ll5
Forward Air, LLC TN$119,661

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 651011457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.