Plan Ledger DOL Form 5500 · updated monthly

Southwest Florida Retirement Center Inc dba Village on the Islebenefits

Southwest Florida Retirement Center Inc dba Village on the Isle Welfare Benefits Plan · VENICE, FL · plan year 2024

Broker compensation reported · 2024
$113,606

Southwest Florida Retirement Center Inc dba Village on the Isle's benefits plans covered 175 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $113,606 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $649 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 5.4% from $107,758 in 2023.

Insurance contracts · 20247
FIRST STOP HEALTHpremiums n/a · 175 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 306 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 91 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 172 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 282 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 187 covered
Brokers & agents paid · 20249
THE BALDWIN GROUP SOUTHEAST, LLC$71,278 · incl $71,278 fees
BALDWIN KRYSTYN SHERMAN PARTNERS LL$3,392
JAMES R. NELLIGAN & ASSOCIATES LLC$7,221 · incl $2,535 fees
BALDWIN INSURANCE GROUP LLC$701 · incl $701 fees
WATCHTOWER BENEFITS LLC DBA THREEFL$2,461
ATLAS FINANCIAL SERVICES$171
L&W INSURANCE INC.$10
Individual agent · names withheld$540

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 The Baldwin Group Southeast, LLC5
Forward Air, LLC TN$228,238

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 591931148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.