Plan Ledger DOL Form 5500 · updated monthly

S&F Family Office, Inc.benefits

S&F Family Office, Inc. · RICHLANDS, NC · plan year 2024

Broker compensation reported · 2024
$32,266

S&F Family Office, Inc.'s benefits plans covered 367 active participants in 2024, providing health · life · dental · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $32,266 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $88 per covered person, below the median for employer plans that report broker pay. Broker pay fell 2.0% from $32,914 in 2023.

Insurance contracts · 20242
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 212 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 369 covered
Brokers & agents paid · 20242
HUB INTERNATIONAL MIDWEST LTD$26,485 · incl $1,872 fees
HUB INTERNATIONAL CAROLINA$5,781 · incl $2,526 fees
Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 854171959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.