Plan Ledger DOL Form 5500 · updated monthly

Schulte Roth & Zabel LLPbenefits

Schulte Roth and Zabel LLP Comprehensive Health and Welfare Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$251,170

Schulte Roth & Zabel LLP's benefits plans covered 563 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $251,170 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $446 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 12% from $285,071 in 2023.

Insurance contracts · 20249
FEDERAL INSURANCE COMPANYpremiums n/a · 633 covered
AETNA LIFE INSURANCE CO. · dentalpremiums n/a · 148 covered
EMBLEM HEALTH · health drug hmopremiums n/a · 2 covered
FIRST UNUM LIFE INSURANCE COMPANY · stdpremiums n/a · 34 covered
FIRST UNUM LIFE INSURANCE COMPANY · lifepremiums n/a · 575 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 163 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 117 covered
FIRST UNUM LIFE INSURANCE COMPANY · ltdpremiums n/a · 563 covered
FIRST UNUM LIFE INSURANCE COMPANY · stdpremiums n/a · 477 covered
Brokers & agents paid · 20246
HOWARTH III, FREDERICK W$56,543 · incl $11,236 fees
HOWARTH, III, FREDERICK W$177,738 · incl $24,829 fees
HOWARTH III, FREDERICK$13,199
PROGRESSIVE PLAN ADMIN INC.$570
Individual agent · names withheld$541

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 Howarth III, Frederick W3

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 132633996 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.