Plan Ledger DOL Form 5500 · updated monthly

Shari's Management Corporationbenefits

Shari's Management Corp. Employee Benefit Plan · FARMERS BRANCH, TX · plan year 2023

Broker compensation reported · 2023
$52,391

Shari's Management Corporation's benefits plan covered 162 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $14,971. Insurance brokers and agents were paid $52,391 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 349.9% of premiums. That is $323 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 202310
VISION SERVICE PLAN · vision$15K · 143 covered
REGENCE BLUECROSS BLUESHIELD OF OREGON · health ppopremiums n/a · 136 covered
KAISER FOUNDATION HEALTH PLAN INC · healthpremiums n/a · 16 covered
ARMADACAREpremiums n/a · 3 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 90 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 182 covered
KAISER FOUNDATION HEALTH PLAN INC · healthpremiums n/a · 3 covered
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · healthpremiums n/a · 16 covered
DELTA DENTAL PLAN OF OREGON · dentalpremiums n/a · 230 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · healthpremiums n/a · 22 covered
Brokers & agents paid · 20231
LOCKTON COMPANIES, LLC$52,391 · incl $828 fees
Also brokered by Lockton5
Banner Health AZ$2,557,307

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 931263136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.