Plan Ledger DOL Form 5500 · updated monthly

Savatree, LLCbenefits

Savatree, LLC Employee Benefits Plan · BEDFORD HILLS, NY · plan year 2024

Broker compensation reported · 2024
$399,584

Savatree, LLC's benefits plans covered 2,907 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $399,584 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $137 per covered person, below the median for employer plans that report broker pay. Broker pay rose 75% from $228,337 in 2023.

Insurance contracts · 20247
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 2,774 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 242 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 346 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 584 covered
NATIONAL GUARDIAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 65 covered
Brokers & agents paid · 20245
MEGAN SILVERMAN$166,775 · incl $6,974 fees
E POWERED BENEFITS LLC$153,790
DAVID MCCLELLAN$64,104 · incl $54,453 fees
GIS BENEFITS$14,646 · incl $14,646 fees
Also brokered by Megan Silverman3

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 133257374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.