Plan Ledger DOL Form 5500 · updated monthly

Samuel Shapiro & Company, Inc.benefits

Samuel Shapiro & Company Welfare Benefit Plan · BALTIMORE, MD · plan year 2024

Previously filed as Samuel Shapiro & Company, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$11,708

Samuel Shapiro & Company, Inc.'s benefits plans covered 103 active participants in 2024, providing health · life · short-term disability · long-term disability · other. Insurance brokers and agents were paid $11,708 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $114 per covered person, below the median for employer plans that report broker pay. Broker pay fell 18% from $14,312 in 2023.

Insurance contracts · 20245
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 138 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 138 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 138 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 138 covered
SUN LIFE ASSIRANCE COMPANY OF CANADA · stop-losspremiums n/a · 105 covered
Brokers & agents paid · 20242
SILBERSTEIN INSURANE GROUP LLC$10,127 · incl $1,523 fees
ALERA GROUP$1,581 · incl $1,581 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 520481650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.