Plan Ledger DOL Form 5500 · updated monthly

Schwabe, Williamson, & Wyatt, P.C.benefits

Schwabe, Williamson, & Wyatt, P.C. Employee Benefits Plan · PORTLAND, OR · plan year 2024

Broker compensation reported · 2024
$33,407

Schwabe, Williamson, & Wyatt, P.C.'s benefits plans covered 336 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $33,407 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $99 per covered person, below the median for employer plans that report broker pay. Broker pay rose 69% from $19,782 in 2023.

Insurance contracts · 20249
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 53 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 320 covered
CANOPY EAPpremiums n/a · 336 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 11 covered
VISION SERVICE PLAN · visionpremiums n/a · 198 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 320 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug hmopremiums n/a · 67 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 92 covered
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · health drug hmopremiums n/a · 9 covered
Brokers & agents paid · 20243
PARKER SMITH & FEEK, INC.$5,542 · incl $118 fees
PARKER SMITH & FEEK INC.$14,508 · incl $751 fees
IMA INC.$13,357 · incl $13,357 fees
Also brokered by Parker Smith & Feek, Inc.5
The Dpi Group OR$9,067

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 931130272 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.