Plan Ledger DOL Form 5500 · updated monthly

Service Experts LLCbenefits

Service Experts LLC Health and Welfare Plan · RICHARDSON, TX · plan year 2024

Broker compensation reported · 2024
$234,965

Service Experts LLC's benefits plans covered 3,815 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $234,965 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $62 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 51% from $155,347 in 2023.

Insurance contracts · 20245
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 4,676 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 2,092 covered
VISION SERVICE PLAN · visionpremiums n/a · 2,458 covered
METLIFE LEGAL PLANS, INC.premiums n/a · 601 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 3,926 covered
Brokers & agents paid · 20242
LOCKTON COMPANIES, LLC$210,009 · incl $62,003 fees
PLANSOURCE BENEFITS ADMINISTRATION$24,956 · incl $10,560 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 621639453 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.