Plan Ledger DOL Form 5500 · updated monthly

Potpourri Group, Inc.benefits

Potpourri Group, Inc. Employee Benefit Plan · NORTH BILLERICA, MA · plan year 2024

Broker compensation reported · 2024
$163,778

Potpourri Group, Inc.'s benefits plans covered 334 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $2,044,870. Insurance brokers and agents were paid $163,778 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.0% of premiums. That is $490 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 11% from $147,059 in 2023.

Insurance contracts · 20245
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health drug ppo$2.0M · 367 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 284 covered
DELTA DENTAL PLAN OF MAINE · dentalpremiums n/a · 57 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 37 covered
USABLE LIFE · life std ltdpremiums n/a · 334 covered
Brokers & agents paid · 202413
APEX BENEFITS PARTNERS, INC.$35,718
BALDWIN KRYSTYN SHERMAN PRTNRS, LLC$30,859
JEFFREY BASTIEN$21,853
LORI ANN MARTINEZ$11,430 · incl $5,244 fees
ENROLLMENT SOLUTIONS LTD.$7,857 · incl $4,350 fees
THE BALDWIN GROUP SOUTHEAST, LLC$3,506 · incl $38 fees
ASHLEY FOLLIS$3,135 · incl $588 fees
MARY-JOYCE LICATA$1,874 · incl $438 fees
JENNIFER E. LUBELSKY$1,772 · incl $181 fees
APEX BENEFIT PARTNERS$1,171
WALTER THOMAS BONILLA & OTHER AGNTS$534 · incl $188 fees
COMBINED SERVICES, LLC$36
Also brokered by Indigo Insurance Services5
Cytel Inc. MA$100,447
Hp Hood LLC MA$57,048
Ora Inc. MA$47,389

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 522078918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.