Plan Ledger DOL Form 5500 · updated monthly

Schwaab, Inc.benefits

Schwaab, Inc. Health and Welfare Benefits Plan · BROOKFIELD, WI · plan year 2024

Broker compensation reported · 2024
$26,084

Schwaab, Inc.'s benefits plans covered 115 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $69,248. Insurance brokers and agents were paid $26,084 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 37.7% of premiums. That is $227 per covered person, above the median for employer plans that report broker pay. Broker pay rose 12% from $23,211 in 2023.

Insurance contracts · 20245
STANDARD INSURANCE COMPANY · std$30K · 115 covered
DELTA DENTAL OF WISCONSIN · dental vision$22K · 53 covered
STANDARD INSURANCE COMPANY · life$15K · 115 covered
STANDARD INSURANCE COMPANY · ltd$2K · 7 covered
BLUE CROSS & BLUE SHIELD OF WISCONSIN · health ppopremiums n/a · 40 covered
Brokers & agents paid · 20243
R & R INSURANCE SERVICES INC$2,568
R&R INSURANCE SERVICES, INC.$2,004
R&R INSURANCE SERVICES INC.$21,512 · incl $2,924 fees
Also brokered by R & R Insurance Services Inc5
Flexion Inc WI$64,617

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 390602450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.