Plan Ledger DOL Form 5500 · updated monthly

S & M Moving Systemsbenefits

S & M Moving Systems West Inc. Health and Welfare Benefit Plan · CHANDLER, AZ · plan year 2023

Broker compensation reported · 2023
$33,223

S & M Moving Systems's benefits plan covered 8 active participants in 2023, providing health · life · dental · vision · short-term disability · other. Insurance brokers and agents were paid $33,223 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $4,153 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20238
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 2 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision lifepremiums n/a · 8 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision lifepremiums n/a · 63 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 13 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 6 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug hmopremiums n/a · 7 covered
UNITEDHEALTHCARE · health drugpremiums n/a · 5 covered
TRANSAMERICA LIFE INSURANCE COMPANYpremiums n/a · 7 covered
Brokers & agents paid · 202310
EDWOOD PARTNERS INSURANCE CENTER$5,066
EDGEWOOD PARTNERS INSURANCE CENTER$24,299 · incl $11,870 fees
BEERE & PURVES INC (GA)$1,936
PACIFIC ADVISORS LLC$95
STERN INSURANCE GROUP, INC$66
MCCAREY INC$63 · incl $13 fees
HOLLEM & ASSOCIATES INCORPORATED$48
PARAGON PARTNERS LIMITED$15
LUIS PEREZ BENEFIT INSURANCE SOLUTI$5
12 individual agents · names withheld$1,630

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.

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 464084396 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.