Plan Ledger DOL Form 5500 · updated monthly

Pete and Gerry's Organics, LLCbenefits

Pete and Gerry's Organics, LLC Health and Welfare Wrap Plan · MONROE, NH · plan year 2023

Broker compensation reported · 2023
$181,951

Pete and Gerry's Organics, LLC's benefits plan covered 342 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $181,951 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $532 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20234
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 226 covered
AMERITAS LIFE INSURANCE CORP · dental visionpremiums n/a · 455 covered
THE GUARDIAN LIFE INSURANCECOMPANY OF AMERICA · life std ltdpremiums n/a · 342 covered
RED TREE INSURANCE COMPANY, INC · visionpremiums n/a · 327 covered
Brokers & agents paid · 20233
THE ROWLEY AGENCY LLC$138,971 · incl $5,950 fees
COMBINED SERVICE LIMITED LIABILTIY$8,677
Also brokered by The Rowley Agency LLC5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 510417587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.