Plan Ledger DOL Form 5500 · updated monthly

Portman Holdings, LLCbenefits

Portman Group Insurance Plan · ATLANTA, GA · plan year 2024

Broker compensation reported · 2024
$160,559

Portman Holdings, LLC's benefits plans covered 113 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $160,559 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,421 per covered person, in the top 10% of employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 20243
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental ppopremiums n/a · 237 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 113 covered
Brokers & agents paid · 20241
LOCKTON COMPANIES, LLC$160,559 · incl $110,344 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 450609938 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.