Plan Ledger DOL Form 5500 · updated monthly

Robertson Capital LLCbenefits

Robertson Capital LLC Basic Life & Add Plan · LAFAYETTE, LA · plan year 2024

Broker compensation reported · 2024
$78,295

Robertson Capital LLC's benefits plans covered 99 active participants in 2024, providing life · death benefits · other. Insurance premiums totaled $1,299,244. Insurance brokers and agents were paid $78,295 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.0% of premiums. That is $791 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 8.9% from $71,907 in 2023.

Insurance contracts · 20242
BLUE CROSS AND BLUE SHIELD OF LOUISIANA · health drug$1.3M · 221 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 99 covered
Brokers & agents paid · 20241
GALLAGHER BENEFIT SERVICES, INC.$78,295 · incl $31,456 fees
Also brokered by Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 272018562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.