Plan Ledger DOL Form 5500 · updated monthly

Siegal & Sons Investmentsbenefits

Siegal & Sons Investments LTD · NEWTON, MA · plan year 2024

Broker compensation reported · 2024
$19,453

Siegal & Sons Investments's benefits plans covered 119 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $19,453 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $163 per covered person, below the median for employer plans that report broker pay. Broker pay fell 1.7% from $19,795 in 2023.

Insurance contracts · 20245
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 34 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 31 covered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 119 covered
HARVARD PILGRIM HEALTH CARE · health drug hmo ppopremiums n/a · 34 covered
ALTUS DENTAL INSURANCE COMPANY, INC. · dental visionpremiums n/a · 336 covered
Brokers & agents paid · 20248
ROGERS AND GRAY INS. AGENCY, INC.$5,893
BALDWIN KRYSTYN SHERMAN PARTNERS$4,091 · incl $746 fees
INDIGO INSURANCE SERVICES$1,118 · incl $1,118 fees
NEESENROLL$485
THE BALDWIN GROUP SOUTHEAST, LLC$7,324 · incl $935 fees
THE HILB GROUP OF NEW ENGLAND, LLC$249
2 individual agents · names withheld$266

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 043223700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.