Plan Ledger DOL Form 5500 · updated monthly

Paul Davis Restoration of S.E. Wisconsinbenefits

Paul Davis Restoration of S.E. Wisconsin Wrap Plan · WAUKESHA, WI · plan year 2023

Broker compensation reported · 2023
$41,863

Paul Davis Restoration of S.E. Wisconsin's benefits plan covered 120 active participants in 2023, providing health · vision · other · life · short-term disability · long-term disability · dental. Insurance brokers and agents were paid $41,863 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $349 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20237
SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. · visionpremiums n/a · 133 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 120 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 45 covered
BLUE CROSS AND BLUE SHIELD OF WISCONSIN · health dental ppopremiums n/a · 129 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 47 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 38 covered
COMPCARE HEALTH SERVICES INSURANCE CORPORATION · healthpremiums n/a · 59 covered
Brokers & agents paid · 20232
USI INSURANCE SERVICES, LLC$6,420 · incl $1,505 fees
USI INSURANCE SERVICES LLC$35,443 · incl $2,496 fees
Also brokered by Usi5
Bronco Wine Company CA$1,411,592

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 391662830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.