Plan Ledger DOL Form 5500 · updated monthly

Steven Winter Associates, Inc.benefits

Steven Winter Associates, Inc. Health & Welfare · NORWALK, CT · plan year 2024

Previously filed as Steven Winter Associates Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$112,747

Steven Winter Associates, Inc.'s benefits plans covered 121 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $112,747 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $932 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 95% from $57,934 in 2023.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dentalpremiums n/a · 123 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 121 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 117 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 119 covered
VISION SERVICE PLAN · visionpremiums n/a · 109 covered
Brokers & agents paid · 20244
HP PLANNING LLC$82,348 · incl $63,276 fees
PROFESSIONAL PENSIONS INC$29,785 · incl $29,785 fees
PROFESSIONAL GROUP PLAN INC$289 · incl $289 fees
PROFESSIONAL GROUP PLANS INC$325 · incl $325 fees
Also brokered by Hp Planning LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 132942763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.