Plan Ledger DOL Form 5500 · updated monthly

Shepley Bulfinch Richardson and Abbott, Inc.benefits

Shepley Bulfinch Richardson and Abbott, Inc. Welfare Benefit Plan · BOSTON, MA · plan year 2024

Broker compensation reported · 2024
$88,297

Shepley Bulfinch Richardson and Abbott, Inc.'s benefits plans covered 189 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $2,463,969. Insurance brokers and agents were paid $88,297 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.6% of premiums. That is $467 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 11% from $79,768 in 2023.

Insurance contracts · 20244
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health dental ppo$2.5M · 338 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 187 covered
ESI EMPLOYEE ASSISTANCE GROUPpremiums n/a · 189 covered
Brokers & agents paid · 20241
LOCKTON COMPANIES, LLC$88,297 · incl $12,764 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 042504672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.