Plan Ledger DOL Form 5500 · updated monthly

Shepherd of the Valley Lutheran Retirement Services, Inc.benefits

Shepherd of the Valley Lutheran Home and Retirement Center Caf Plan · AUSTINTOWN, OH · plan year 2024

Broker compensation reported · 2024
$44,089

Shepherd of the Valley Lutheran Retirement Services, Inc.'s benefits plans covered 189 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $44,089 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $233 per covered person, above the median for employer plans that report broker pay. Broker pay rose 9.7% from $40,200 in 2023.

Insurance contracts · 20242
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision life std ltdpremiums n/a · 178 covered
Brokers & agents paid · 20242
THE JAMES B OSWALD COMPANY$33,315 · incl $5,234 fees
Also brokered by The James B Oswald Company5
Arhaus, LLC OH$382,705

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 341147594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.