Plan Ledger DOL Form 5500 · updated monthly

Private Client Select Insurance Services LLCbenefits

Private Client Select Health and Welfare Benefit Plan · ST PETERSBURG, FL · plan year 2024

Broker compensation reported · 2024
$76,142

Private Client Select Insurance Services LLC's benefits plan covered 399 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $76,142 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $191 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20242
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision life std ltdpremiums n/a · 4,099 covered
AETNA LIFE INSURANCE CO. · healthpremiums n/a · 703 covered
Brokers & agents paid · 20242
JAMES R NELLIGAN & ASSOCIATES LLC$21,680 · incl $21,680 fees
Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 884200069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.