Plan Ledger DOL Form 5500 · updated monthly

Serra Traverse City LLCbenefits

Serra Traverse City, LLC Employee Benefit Plan · TRAVERSE CITY, MI · plan year 2024

Broker compensation reported · 2024
$60,434

Serra Traverse City LLC's benefits plans covered 183 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $60,434 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $330 per covered person, above the median for employer plans that report broker pay. Broker pay rose 18% from $51,283 in 2023.

Insurance contracts · 20242
GUARDIAN · dental vision life std ltdpremiums n/a · 186 covered
PRIORITY HEALTH · healthpremiums n/a · 228 covered
Brokers & agents paid · 20242
MICHIGAN PLANNERS INC$39,928 · incl $10,341 fees
MICHAEL J DILORENZO$20,506
Also brokered by Michigan Planners Inc5
Al Serra, LLC MI$72,821

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 474791611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.