Plan Ledger DOL Form 5500 · updated monthly

Serendipity Wines, LLCbenefits

Serendipity Wines, LLC Health & Welfare Benefit Plan · AUSTIN, TX · plan year 2024

Broker compensation reported · 2024
$50,900

Serendipity Wines, LLC's benefits plan covered 103 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $50,900 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $494 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20245
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 66 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 66 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 63 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 33 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 253 covered
Brokers & agents paid · 20241
EDGEWOOD PARTNERS INSURANCE CENTER$50,900 · incl $41,407 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 431980954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.