Plan Ledger DOL Form 5500 · updated monthly

Rothschild North America Inc.benefits

Rothschild North America Inc. Welfare Benefit and Cafeteria Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$301,226

Rothschild North America Inc.'s benefits plans covered 415 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $301,226 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $726 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 14% from $348,668 in 2023.

Insurance contracts · 20248
AETNA LIFE INSURANCE COMPANY · dental visionpremiums n/a · 604 covered
FIRST UNUM LIFE INSURANCE COMPANY · stdpremiums n/a · 358 covered
FIRST UNUM LIFE INSURANCE COMPANY · life ltdpremiums n/a · 415 covered
NATIONAL UNION FIRE INS. CO OF PITTSBURGH, PApremiums n/a · 415 covered
UNITED HEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 320 covered
NATIONAL UNION FIRE INC. CO. OF PITTSBURGH, P.A.premiums n/a · 415 covered
MASS MUTUAL LIFE INSURANCE COMPANY · lifepremiums n/a · 46 covered
Brokers & agents paid · 20248
USI INSURANCE SERVICES LLC$49,712 · incl $13,754 fees
EMERSON REID LLC$21,662 · incl $21,662 fees
SOTERIA PARTNERS LLC$2
2 individual agents · names withheld$374

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 133438524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.