Plan Ledger DOL Form 5500 · updated monthly

Senior Resource Group, LLCbenefits

Srg Operating, Inc. Health and Welfare Plan · SOLANA BEACH, CA · plan year 2024

Broker compensation reported · 2024
$432,957

Senior Resource Group, LLC's benefits plans covered 1,896 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $432,957 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $228 per covered person, above the median for employer plans that report broker pay. Broker pay rose 62% from $266,598 in 2023.

Insurance contracts · 20244
SIMNSA · health drug dental hmopremiums n/a · 20 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 1,896 covered
AETNA LIFE INSURANCE COMPANY · health drug dental vision hmo ppopremiums n/a · 1,367 covered
Brokers & agents paid · 20243
WINSTON FINANCIAL SERVICE, INC.$24,575
LOCKTON COMPANIES, LLC$408,210 · incl $52,372 fees
Also brokered by Winston Financial Service, Inc.2
Trulieve FL$69,324
Soho House, LLC NY$28,187

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 912160583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.