Plan Ledger DOL Form 5500 · updated monthly

Stoneridge Retirement Living Communities, Inc.benefits

Stoneridge Retirement Living Communities, Inc. Health and Welfare Benefit Plan · MYERSTOWN, PA · plan year 2024

Broker compensation reported · 2024
$26,837

Stoneridge Retirement Living Communities, Inc.'s benefits plans covered 232 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $26,837 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $116 per covered person, below the median for employer plans that report broker pay. Broker pay rose 121% from $12,151 in 2023.

Insurance contracts · 20243
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 138 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life stdpremiums n/a · 157 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · ltdpremiums n/a · 3 covered
Brokers & agents paid · 20242
JAMES R. NELLIGAN & ASSOCIATES$13,732 · incl $716 fees
JOHNSON KENDALL AND JOHNSON$13,105 · incl $2,459 fees
Also brokered by James R. Nelligan & Associates5
Freedompay, Inc PA$147,353
Abec, Inc. PA$81,281

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 208424515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.