Plan Ledger DOL Form 5500 · updated monthly

Swift & Staley Inc.benefits

Swift & Staley Inc. Employee Benefits Plan · PADUCAH, KY · plan year 2024

Broker compensation reported · 2024
$121,290

Swift & Staley Inc.'s benefits plans covered 161 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $105,957. Insurance brokers and agents were paid $121,290 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 114.5% of premiums. That is $753 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 8.2% from $132,148 in 2023.

Insurance contracts · 20245
DELTA DENTAL OF KENTUCKY · dental$106K · 351 covered
VISION SERVICE PLAN · visionpremiums n/a · 147 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 319 covered
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a
Brokers & agents paid · 202411
HOUCHENS INSURANCE GROUP, INC.$52,706
HOUCHENS INS GROUP INC$44,186 · incl $6,685 fees
HOUCHENS INSURANCE GROUP INC$4,848 · incl $910 fees
TED BENNETT$3,988 · incl $1,190 fees
DEBORAH S GOLDEN$2,032 · incl $391 fees
VAN METER INSURANCE AGENCY$1,854 · incl $1,854 fees
HOUCHENS INS GROUP DBA VAN METER$9,996
CRTX2 LIC$415 · incl $344 fees
5 individual agents · names withheld$606

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 Houchens Insurance Group, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 610953661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.