Plan Ledger DOL Form 5500 · updated monthly

Primeritus Financial Services, LLCbenefits

Primeritus Financial Services, LLC Employee Benefits Plan · NASHVILLE, TN · plan year 2023

Broker compensation reported · 2023
$134,110

Primeritus Financial Services, LLC's benefits plan covered 188 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $134,110 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $713 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 202312
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 183 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 193 covered
STANDARD INSURANCE COMPANYpremiums n/a · 11 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 87 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 183 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 153 covered
AMFIRSTpremiums n/a
AMFIRSTpremiums n/a
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 92 covered
Brokers & agents paid · 202310
MAX & SIERRA, INC DBA ALTA BENEFITS$49,506
BROWN & BROWN OF TENNESSEE INC$35,719 · incl $13,987 fees
MAX & SIERRA INC$25,471
MAX & SIERRA, INC.$3,138
ROBERT GRUBER$2,879
MORGAN WHITE LIMITED D/B/A MWG BROK$4,377
Individual agent · names withheld$792

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 454418687 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.