Plan Ledger DOL Form 5500 · updated monthly

Putnam Investments, LLCbenefits

Putnam Investments Welfare Plan · BOSTON, MA · plan year 2023

Broker compensation reported · 2023
$193,313

Putnam Investments, LLC's benefits plan covered 0 active participants in 2023, providing health · life · dental · long-term disability · death benefits · other. Insurance brokers and agents were paid $193,313 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage.

Insurance contracts · 20235
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drugpremiums n/a · 35 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 1,240 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 73 covered
GENWORTH LIFE INSURANCE COMPANYpremiums n/a · 121 covered
Brokers & agents paid · 20235
WORLD INSURANCE ASSOCIATES, LLC$94,081
BENEFITMALL$46,323 · incl $14,176 fees
MARSH INS & INVESMENT CORPORATION$9,432 · incl $3,191 fees
MERCER HEALTH AND BENEFITS, LLC$28,973 · incl $32 fees
Also brokered by World Insurance Associates, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 261080669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.