Plan Ledger DOL Form 5500 · updated monthly

Surgical Notes Mdp LPbenefits

Surgical Notes Welfare Benefits Plan · DALLAS, TX · plan year 2024

Broker compensation reported · 2024
$29,099

Surgical Notes Mdp LP's benefits plans covered 197 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $29,099 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $148 per covered person, below the median for employer plans that report broker pay. Broker pay rose 44% from $20,188 in 2023.

Insurance contracts · 20245
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · dental vision ppopremiums n/a · 113 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 1 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 208 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life ltdpremiums n/a · 197 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life ltdpremiums n/a · 197 covered
Brokers & agents paid · 20245
LUMITY INC$5,865
AMWINS CONNECT INS SERVICES, LLC$464
Also brokered by Aon5
Walgreen Co. IL$25,664,274
Macy's, Inc. OH$5,287,224
Trinet HR III, Inc. CA$4,596,776

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 810560289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.