Plan Ledger DOL Form 5500 · updated monthly

Retirement Clearinghouse LLCbenefits

Retirement Clearinghouse LLC Health & Welfare Plan · CHARLOTTE, NC · plan year 2024

Broker compensation reported · 2024
$45,050

Retirement Clearinghouse LLC's benefits plans covered 123 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $45,050 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $366 per covered person, above the median for employer plans that report broker pay. Broker pay fell 25% from $59,873 in 2023.

Insurance contracts · 20243
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug dental vision ppopremiums n/a · 220 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 127 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 68 covered
Brokers & agents paid · 20242
WENDY PACE$23,966
HUB INTERNATIONAL MIDWEST LTD$21,084 · incl $6,903 fees
Also brokered by Wendy Pace5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260008851 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.