Plan Ledger DOL Form 5500 · updated monthly

S. Bertram Inc.benefits

S. Bertram Inc Welfare Benefit Plan · LINDEN, NJ · plan year 2024

Previously filed as S. Bertram Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$156,708

S. Bertram Inc.'s benefits plans covered 235 active participants in 2024, providing health · dental · vision · long-term disability · other. Insurance brokers and agents were paid $156,708 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $667 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 37% from $247,073 in 2023.

Insurance contracts · 20248
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 177 covered
CIGNA HEALTH AND LIFE INSURANCE CO · dental visionpremiums n/a · 129 covered
AFLACpremiums n/a · 86 covered
AFLACpremiums n/a · 10 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 235 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 235 covered
UNUM LIFE INSURANCE COMPANY · ltdpremiums n/a · 10 covered
Brokers & agents paid · 202428
HUB INTERNATIONAL NORTHEAST$40,881 · incl $40,881 fees
SAUL EHRENFELD$40,762 · incl $40,762 fees
FNA INS SERVICES INC$23,830 · incl $23,830 fees
CENTERSTONE INS & FIN SVC LLC$17,031 · incl $17,031 fees
FNA INS SVCS INC$4,318 · incl $4,318 fees
GAVIN MEIER$3,235 · incl $33 fees
CENTERSTONE INS & FIN SVC$3,229 · incl $3,229 fees
LORI ANN LOMBARDO$2,560 · incl $636 fees
EHRENFELD, SAUL$2,371
BENEFITMALL$1,996 · incl $1,996 fees
S. EHRENFELD$1,498
LORI LOMBARDO$1,481 · incl $66 fees
RICHARD PETERSON$1,211 · incl $33 fees
JASON M ANKER$1,137
EHRENFELD S.$903
HUB INTERNATIONAL NORTHEAST LI$741 · incl $185 fees
GFM CORP$462 · incl $17 fees
SAUL E.$229
BENEFIT MALL$191 · incl $191 fees
RBA BENEFITS GROUP INC$174
FNA INSURANCE SERVICES INC$116 · incl $116 fees
CREATIVE BUSINESS SOLUTIONS GRP$34
11 individual agents · names withheld$1,345

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 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 132911552 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.