Plan Ledger DOL Form 5500 · updated monthly

Pzena Investment Management, LLCbenefits

Pzena Investment Managment, LLC Welfare Benefits Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$10,081

Pzena Investment Management, LLC's benefits plans covered 143 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance premiums totaled $25,426. Insurance brokers and agents were paid $10,081 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 39.6% of premiums. That is $70 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 26% from $13,559 in 2023.

Insurance contracts · 20245
STANDARD OF NEW YORK · life$25K · 143 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dentalpremiums n/a · 132 covered
VISION SERVICE PLAN · visionpremiums n/a · 70 covered
MUTUAL OF OMAHA INSURANCE COMPANY · ltdpremiums n/a · 143 covered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · life ltdpremiums n/a · 143 covered
Brokers & agents paid · 20241
USI INSURANCE SERVICES LLC$10,081 · incl $1,185 fees
Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 133860154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.