Plan Ledger DOL Form 5500 · updated monthly

Southern College of Optometrybenefits

Southern College of Optometry Welfare Benefits Plan · MEMPHIS, TN · plan year 2023

Broker compensation reported · 2023
$23,723

Southern College of Optometry's benefits plan covered 173 active participants in 2023, providing health · life · dental · long-term disability · death benefits · other. Insurance brokers and agents were paid $23,723 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $137 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20235
UNITED HEALTHCARE INSURANCE COMPANY · health dentalpremiums n/a · 358 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 176 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 173 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 91 covered
Brokers & agents paid · 20232
HIGGINBOTHAM INSURANCE AGENCY, INC$16,770 · incl $875 fees
JAMES R NELLIGAN & ASSOCIATES LLC$6,953 · incl $6,953 fees
Also brokered by Higginbotham Insurance Agency, Inc5
Texasbank TX$155,990

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 620548917 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.