Plan Ledger DOL Form 5500 · updated monthly

Smith Haughey Rice & Roegge, P.C.benefits

Smith Haughey Rice & Roegge Employee Benefit Plan · GRAND RAPIDS, MI · plan year 2024

Broker compensation reported · 2024
$26,418

Smith Haughey Rice & Roegge, P.C.'s benefits plans covered 84 active participants in 2024, providing health · life · dental · vision · long-term disability. Insurance brokers and agents were paid $26,418 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $315 per covered person, above the median for employer plans that report broker pay. Broker pay rose 23% from $21,436 in 2023.

Insurance contracts · 20245
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 215 covered
PRIORITY HEALTH INSURANCE COMPANY · healthpremiums n/a · 206 covered
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1 covered
DELTA DENTAL · dentalpremiums n/a · 220 covered
STANDARD INSURANCE COMPANY · life ltdpremiums n/a · 84 covered
Brokers & agents paid · 20244
DALTON, PATRICK$18,505
BERENDS HENDRICKS STUIT INSURANCE$6,678
BERENDS HENDRICKS STUIT INS AGENCY$1,141
2 individual agents · names withheld$94

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.

Also brokered by Dalton, Patrick1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 382234596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.