Plan Ledger DOL Form 5500 · updated monthly

Ref. A/C & Ser. Div. (Ua-Nj) Welfare Fundbenefits

Refrigeration, A/C & Service Div. (Ua-Nj) Welfare Plan · WEST TRENTON, NJ · plan year 2023

Broker compensation reported · 2023
$108,245

Ref. A/C & Ser. Div. (Ua-Nj) Welfare Fund's benefits plan covered 1,608 active participants in 2023, providing health · life · dental · short-term disability. Insurance brokers and agents were paid $108,245 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $67 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20236
AMALGAMATED LIFE INSURANCE COMPANY · lifepremiums n/a · 1,633 covered
AMALGAMATED LIFE INSURANCE COMPANY · stop-losspremiums n/a · 1,655 covered
DENTAL SERVICES ORGANIZATION, LLC · dentalpremiums n/a · 429 covered
HUMANA INSURANCE COMPANY · drugpremiums n/a
Brokers & agents paid · 20231
LAKESHORE BENEFIT GRP INS BROKERAGE$108,245
Also brokered by Lakeshore Benefit Grp Ins Brokerage1

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 226211042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.