Plan Ledger DOL Form 5500 · updated monthly

Tax Management Associates, Inc.benefits

Tax Management Associates, Inc. Health and Welfare Plan · CHARLOTTE, NC · plan year 2024

Broker compensation reported · 2024
$47,372

Tax Management Associates, Inc.'s benefits plans covered 105 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $47,372 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $451 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 3.1% from $48,864 in 2023.

Insurance contracts · 20249
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 105 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 105 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 79 covered
VISION SERVICE PLAN · visionpremiums n/a · 62 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 5 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 72 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 62 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 190 covered
Brokers & agents paid · 20248
MCGRIFF INSURANCE SERVICES$29,888 · incl $29,888 fees
WATCHTOWER DBA THREEFLOW$1,778 · incl $1,778 fees
R&R INSURANCE SERVICES INC$86
5 individual agents · names withheld$259

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 McGriff5
El Camino Hospital CA$1,115,318

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 561507131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.