Plan Ledger DOL Form 5500 · updated monthly

Rumberger, Kirk & Caldwell PAbenefits

Rumberger, Kirk & Caldwell Health & Welfare Plan · ORLANDO, FL · plan year 2024

Broker compensation reported · 2024
$116,767

Rumberger, Kirk & Caldwell PA's benefits plans covered 215 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $225,815. Insurance brokers and agents were paid $116,767 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 51.7% of premiums. That is $543 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 4.6% from $122,460 in 2023.

Insurance contracts · 20246
BLUE CROSS BLUE SHIELD OF ALABAMA · health drug ppo$226K · 22 covered
CAPITAL HEALTH PLAN · health hmopremiums n/a · 24 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 208 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental vision lifepremiums n/a · 215 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life stdpremiums n/a · 117 covered
Brokers & agents paid · 20245
AP BENEFIT ADVISORS LLC$15,646 · incl $12,711 fees
MCGRIFF INSURANCE SERVICES$89,968 · incl $69,289 fees
CHARLES COOK$4,967
BB&T INSURANCE SERVICES INC$4,576 · incl $4,576 fees
AP BENEFIT ADVISORS, LLC$1,610 · incl $505 fees
Also brokered by Ap Benefit Advisors LLC5
X-Energy, LLC MD$340,088
Sikich LLP IL$315,546

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 592089901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.