Plan Ledger DOL Form 5500 · updated monthly

Sm Holding Group, Inc. D/B/A Shumate Mechanical LLCbenefits

Shumate Mechanical LLC Welfare Benefit Plan · DULUTH, GA · plan year 2023

Broker compensation reported · 2023
$221,411

Sm Holding Group, Inc. D/B/A Shumate Mechanical LLC's benefits plan covered 538 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $221,411 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $412 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20235
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dentalpremiums n/a · 305 covered
VISION SERVICE PLAN · visionpremiums n/a
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 100 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 479 covered
STARMOUNT LIFE INSURANCE COMPANY · dental visionpremiums n/a · 283 covered
Brokers & agents paid · 20233
ALLIANT INSURANCE SERVICES INC (GA)$134,749 · incl $134,749 fees
RELATION INSURANCE INC$5,945 · incl $5,945 fees
ALLIANT INSURANCE SERVICES$80,717 · incl $7,844 fees
Also brokered by Alliant5
Tyson Foods, Inc. AR$2,061,517
Fpi Management CA$1,840,938

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 201816844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.