Plan Ledger DOL Form 5500 · updated monthly

Sumitomo Mitsui Trust Bank Limitedbenefits

Sumitomo Mitsui Trust Bank Group Health Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$232,177

Sumitomo Mitsui Trust Bank Limited's benefits plans covered 477 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $232,177 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $487 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 40% from $386,183 in 2023.

Insurance contracts · 20246
UNITEDHEALTHCARE INSURANCE COMPANY · health drug visionpremiums n/a · 890 covered
NIPPON LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 654 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 477 covered
AFLACpremiums n/a · 26 covered
AFLACpremiums n/a · 28 covered
HARTFORD LIFE INSURANCE COMPANYpremiums n/a · 477 covered
Brokers & agents paid · 202411
DANA M. CRUZ$5,337 · incl $270 fees
SPHEREC GROUP, LLC$777 · incl $15 fees
RICHARD WHELAN AND VARIOUS AGENTS$113
ANTHONY R. ORGERA, INC.$107
7 individual agents · names withheld$3,226

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 132692528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.