Plan Ledger DOL Form 5500 · updated monthly

Southwest Foodservice Excellence, LLCbenefits

Southwest Foodservice Excellence, LLC Welfare Benefit Plan · SCOTTSDALE, AZ · plan year 2024

Broker compensation reported · 2024
$77,512

Southwest Foodservice Excellence, LLC's benefits plans covered 517 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $77,512 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $150 per covered person, below the median for employer plans that report broker pay. Broker pay fell 9.3% from $85,447 in 2023.

Insurance contracts · 20241
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 1,215 covered
Brokers & agents paid · 20243
LOCKTON COMPANIES, LLC$59,904 · incl $5,564 fees
JMB INSURANCE AGENCY, INC.$12,729 · incl $27 fees
IAS SERIES OF LOCKTON SPECIALTIES$4,879 · incl $4,879 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 201746104 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.