Plan Ledger DOL Form 5500 · updated monthly

Portledge Schoolbenefits

Portledge School Long-Term Disability Plan · LOCUST VALLEY, NY · plan year 2024

Broker compensation reported · 2024
$3,364

Portledge School's benefits plans covered 0 active participants in 2024, providing long-term disability. Insurance brokers and agents were paid $3,364 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. Broker pay fell 48% from $6,493 in 2023.

Insurance contracts · 20242
FIRST UNUM LIFE INSURANCE COMPANY · ltdpremiums n/a · 107 covered
PRINCIPAL LIFE INSURANCE COMPANY · stdpremiums n/a · 110 covered
Brokers & agents paid · 20243
AUSTIN & CO, INC$2,318
AUSTIN & CO, INC.$765 · incl $114 fees
ALERA GROUP, INC DBA ARMS$281 · incl $281 fees
Also brokered by Austin & Co, Inc1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 116044973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.