Plan Ledger DOL Form 5500 · updated monthly

Raftelis Financial Consultants, Inc.benefits

Raftelis Financial Consultants, Inc. Vision Plan · CHARLOTTE, NC · plan year 2023

Broker compensation reported · 2023
$76,949

Raftelis Financial Consultants, Inc.'s benefits plans covered 167 active participants in 2023, providing vision. Insurance brokers and agents were paid $76,949 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $461 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20234
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 160 covered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · dental ppopremiums n/a · 143 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 204 covered
COMMUNITY EYE CARE · visionpremiums n/a · 167 covered
Brokers & agents paid · 20234
BURCHFIELD INSURANCE GROUP INC$69,707 · incl $5,000 fees
ONE DIGITAL PREMIER SVCS$3,190 · incl $3,190 fees
BURCHFIELD INSURANCE AGENCY$2,266
IBSI HOLDINGS INC$1,786 · incl $1,786 fees
Also brokered by Burchfield Insurance Group Inc5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 202293694 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.