Plan Ledger DOL Form 5500 · updated monthly

Taft Stettinius & Hollister LLPbenefits

Taft Stettinius & Hollister LLP Health and Welfare Benefits Plan · CINCINNATI, OH · plan year 2024

Broker compensation reported · 2024
$753,058

Taft Stettinius & Hollister LLP's benefits plans covered 1,765 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $4,215,171. Insurance brokers and agents were paid $753,058 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 17.9% of premiums. That is $427 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 52% from $493,981 in 2023.

Insurance contracts · 202416
STANDARD INSURANCE COMPANY · life ltd$2.9M · 1,492 covered
DELTA DENTAL OF OHIO · dental$1.1M · 2,891 covered
COMPANION LIFE$197K · 139 covered
STANDARD INSURANCE COMPANY · ltdpremiums n/a · 350 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 22 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 2,414 covered
PETERSEN INTERNATIONAL UNDERWRITERS · ltdpremiums n/a · 12 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 10 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · ltdpremiums n/a · 23 covered
THE PAUL REVERE LIFE INSURANCE COMPANY · ltdpremiums n/a · 26 covered
MINNESOTA LIFE INSURANCE COMPANY · lifepremiums n/a · 2 covered
THE PAUL REVERE LIFE INSURANCE COMPANY · ltdpremiums n/a · 1 covered
Brokers & agents paid · 202417
DANNY S. DONLEY$323,705
SPECTRUM SOURCE BROKERAGE$196,279
CHRISTOPHER ALAN$52,810
GALLAGHER BENEFIT SERVICES, INC.$138,771 · incl $7,609 fees
BRIAN L. HETTMANSPERGER, SENIOR$19,527
ASR HEALTH BENEFITS$7,369
DANNY DONLEY$5,087
SOURCE BROKERAGE, INC.$2,544
KAPNICK & COMPANY, INC.$2,144 · incl $73 fees
NELSON, WOODIS AND SULLIVAN, INC.$1,968
KAPNICK AND CO. INC.$550
W F HILL & ASSOCIATES, INC.$416 · incl $91 fees
SURE LIFE FINANCIAL GROUP, LLC$401
THE HORTON GROUP, INC.$393
M. FINANCIAL HOLDINGS, INC.$100 · incl $100 fees
3 individual agents · names withheld$921

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.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 310541755 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.