Plan Ledger DOL Form 5500 · updated monthly

Tates Wholesale, LLCbenefits

Tates Wholesale, LLC Wellfare Benefit Plan · EAST MORICHES, NY · plan year 2024

Broker compensation reported · 2024
$106,764

Tates Wholesale, LLC's benefits plans covered 481 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $106,764 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $222 per covered person, above the median for employer plans that report broker pay. Broker pay rose 25% from $85,708 in 2023.

Insurance contracts · 20242
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 113 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 430 covered
Brokers & agents paid · 20242
JAMES B. OSWALD COMPANY$96,451 · incl $8,799 fees
Also brokered by James B. Oswald Company5
Tyto Athene, LLC VA$217,722

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 113625341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.