Plan Ledger DOL Form 5500 · updated monthly

Patel, Greene & Associates LLCbenefits

Patel, Greene & Associates LLC Life and Disability Benefit Plan · BARTOW, FL · plan year 2025

Broker compensation reported · 2025
$8,825

Patel, Greene & Associates LLC's benefits plans covered 152 active participants in 2025, providing life · short-term disability · long-term disability · other. Insurance brokers and agents were paid $8,825 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $58 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 77% from $38,904 in 2024.

Insurance contracts · 20251
SUN LIFE ASSURANCE COMPANY OF CANADA · std ltdpremiums n/a · 152 covered
Brokers & agents paid · 20253
FLORIDA DESIGN INSURANCE LLC$3,727
CENTERSTONE INSURANCE AND FIN SVCS$22 · incl $22 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 452209743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.