Plan Ledger DOL Form 5500 · updated monthly

Situation Marketingbenefits

Situation Marketing LLC dba Situation Interactive Life and Ad&D Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$233

Situation Marketing's benefits plans covered 102 active participants in 2024, providing life. Insurance brokers and agents were paid $233 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $2 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 8.9% from $214 in 2023.

Insurance contracts · 20241
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · lifepremiums n/a · 102 covered
Brokers & agents paid · 20241
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 731693115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.