Plan Ledger DOL Form 5500 · updated monthly

Pine Leaf Investments, Inc.benefits

Pine Leaf Investments, Inc. Employee Benefits Plan · HELENA, GA · plan year 2024

Broker compensation reported · 2024
$48,728

Pine Leaf Investments, Inc.'s benefits plans covered 102 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $48,728 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $478 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 15% from $57,579 in 2023.

Insurance contracts · 20243
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 102 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 71 covered
TELADOC HEALTH, INC.premiums n/a · 77 covered
Brokers & agents paid · 20246
THE CASON GROUP, INC.$15,337 · incl $9,158 fees
PROPEL INSURANCE AGENCY, LLC$27,724
WATCHTOWER TECHNOLOGIES, INC.$2,550 · incl $2,550 fees
ALERA GROUP, INC.$1,895 · incl $1,895 fees
Also brokered by The Cason Group, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 581515939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.