Plan Ledger DOL Form 5500 · updated monthly

Sbk Capital, LLCbenefits

Sbk Capital LLC Welfare Benefits Plan · PALM SHORES, FL · plan year 2024

Broker compensation reported · 2024
$235,961

Sbk Capital, LLC's benefits plans covered 1,300 active participants in 2024, providing health · life · vision · short-term disability. Insurance premiums totaled $239,242. Insurance brokers and agents were paid $235,961 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 98.6% of premiums. That is $182 per covered person, below the median for employer plans that report broker pay. Broker pay fell 9.4% from $260,342 in 2023.

Insurance contracts · 20248
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug$239K · 26 covered
CAPITAL HEALTH PLAN · health hmopremiums n/a · 39 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 785 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 1,300 covered
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY · life ltdpremiums n/a · 2,292 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health hmopremiums n/a · 59 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 1,300 covered
SWISS RE · stop-losspremiums n/a · 525 covered
Brokers & agents paid · 20244
MARSH AND MCLENNAN AGENCY LLC$53,906 · incl $10,797 fees
ASHFORD ADVISORS INC$498
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 582551326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.