Plan Ledger DOL Form 5500 · updated monthly

Stern Cardiovascular Foundation, Inc.benefits

Stern Cardiovascular Foundation, Inc. Employee Health and Welfare Plan · GERMANTOWN, TN · plan year 2024

Broker compensation reported · 2024
$49,316

Stern Cardiovascular Foundation, Inc.'s benefits plans covered 448 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $49,316 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $110 per covered person, below the median for employer plans that report broker pay. Broker pay rose 11% from $44,495 in 2023.

Insurance contracts · 20244
AETNA LIFE INSURANCE CO. · visionpremiums n/a · 650 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 443 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · lifepremiums n/a · 213 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · healthpremiums n/a · 44 covered
Brokers & agents paid · 20247
STRATEGIC FINANCIAL PARTNERS L$23,951 · incl $7,737 fees
SCHAEFFER JR, FREDERICK C$16,214
STRATEGIC FINANCIAL PARTNERS$2,773
FREDERICK SCHAEFFER, JR.$2,773
USI INS SERVICES LLC$324 · incl $324 fees
MGIS$180 · incl $180 fees
Also brokered by Strategic Financial Partners L1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 274396698 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.