Plan Ledger DOL Form 5500 · updated monthly

Stewart Efi, LLCbenefits

Stewart Efi, LLC Welfare Benefit Plans · THOMASTON, CT · plan year 2024

Broker compensation reported · 2024
$108,884

Stewart Efi, LLC's benefits plans covered 155 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $108,884 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $702 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 8.2% from $118,548 in 2023.

Insurance contracts · 20248
EYEMED VISION CARE · visionpremiums n/a · 108 covered
MUTUAL OF OMAHApremiums n/a · 1 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 155 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 54 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 37 covered
BLUECROSS BLUESHIELD OF TEXAS · healthpremiums n/a · 100 covered
CIGNA · health dental visionpremiums n/a · 126 covered
Brokers & agents paid · 20242
GROUP BENEFIT ADMINISTRATION OF CT$58,480 · incl $30,350 fees
PATRIOT GROWTH INS SERVICES LLC$50,404 · incl $38,060 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 710918038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.