Plan Ledger DOL Form 5500 · updated monthly

Td Williamson, LLC, Formerly Known As T.D. Williamson, Inc.benefits

Td Williamson, LLC, Formerly Known As T.D. Williamson, Inc. Welfare Benefits Plan · TULSA, OK · plan year 2024

Broker compensation reported · 2024
$222,066

Td Williamson, LLC, Formerly Known As T.D. Williamson, Inc.'s benefits plans covered 925 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $612,220. Insurance brokers and agents were paid $222,066 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 36.3% of premiums. That is $240 per covered person, above the median for employer plans that report broker pay. Broker pay fell 4.3% from $232,078 in 2023.

Insurance contracts · 202410
DELTA DENTAL · dental$612K · 793 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 1,361 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 899 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 452 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 679 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 1,092 covered
METLIFE LEGAL PLANSpremiums n/a · 178 covered
Brokers & agents paid · 202411
AON CONSULTING$164,515 · incl $13,740 fees
AON CONSULTING INC.$9,935 · incl $450 fees
SHAWN NORTON$9,485
CUSTOM BENEFIT PROGRAMS INC$8,561 · incl $72 fees
SHAWN P NORTON$8,489
CUSTOM BENEFIT PROGRAMS$4,132
AON RISK SERVICES CENTRAL INC$1,944 · incl $1,944 fees
AON CONSULTING INC$511 · incl $511 fees
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 730399110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.