Plan Ledger DOL Form 5500 · updated monthly

Rosewood Corporate Investments, LLCbenefits

Rosewood Corporate Investments, LLC Health & Welfare Benefits Plan · RALEIGH, NC · plan year 2024

Broker compensation reported · 2024
$34,445

Rosewood Corporate Investments, LLC's benefits plans covered 88 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $34,445 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $391 per covered person, above the median for employer plans that report broker pay. Broker pay fell 31% from $49,694 in 2023.

Insurance contracts · 20243
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 434 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental life std ltdpremiums n/a · 90 covered
AMERITAS LIFE INSURANCE CORP. · visionpremiums n/a · 121 covered
Brokers & agents paid · 20244
MCGRIFF INSURANCE SERVICES-NC$16,632 · incl $16,632 fees
MARSH & MCLENNAN AGENCY LLC$12,161 · incl $2,599 fees
MCGRIFF-GREENSBORO$4,920 · incl $4,920 fees
MCGRIFF INSURANCE SERVICES LLC$732 · incl $304 fees
Also brokered by McGriff5
El Camino Hospital CA$1,115,318

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 262911313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.