Plan Ledger DOL Form 5500 · updated monthly

Pt Financial Holdings, Inc.benefits

Pt Financial Holdings Welfare Benefit Plan · CHICAGO, IL · plan year 2024

Broker compensation reported · 2024
$33,765

Pt Financial Holdings, Inc.'s benefits plan covered 384 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $33,765 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $88 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20242
VISION SERVICE PLAN · visionpremiums n/a · 231 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental life ltdpremiums n/a · 389 covered
Brokers & agents paid · 20242
Also brokered by Aon5
Walgreen Co. IL$25,664,274
Macy's, Inc. OH$5,287,224
Trinet HR III, Inc. CA$4,596,776

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 853472855 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.