Plan Ledger DOL Form 5500 · updated monthly

Sunshine Retail Investments, LLCbenefits

Sunshine Retail Investments, LLC Wrap Benefit Plan · HIALEAH, FL · plan year 2024

Broker compensation reported · 2024
$174,866

Sunshine Retail Investments, LLC's benefits plan covered 2,986 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $2,692,593. Insurance brokers and agents were paid $174,866 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.5% of premiums. That is $59 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20245
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug$2.7M · 120 covered
DELTA DENTAL INSURANCE COMPANY · dentalpremiums n/a · 796 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 510 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 745 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 298 covered
Brokers & agents paid · 20244
MERCER HEALTH & BENEFITS, LLC$158,233 · incl $6,342 fees
SHIRLEY SASTRE SOUTO$6,447
Individual agent · names withheld$1

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 Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 932482065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.