Plan Ledger DOL Form 5500 · updated monthly

Team Success a School of Excellence Incbenefits

Team Success Wrap Plan · BRADENTON, FL · plan year 2023

Broker compensation reported · 2023
$42,240

Team Success a School of Excellence Inc's benefits plan covered 156 active participants in 2023, providing health · life · dental · vision · short-term disability · other. Insurance brokers and agents were paid $42,240 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $271 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20235
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 70 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life ppopremiums n/a · 157 covered
AFLAC · stdpremiums n/a
BENEFIT INTELLIGENCEpremiums n/a · 32 covered
Brokers & agents paid · 20235
KITCHNER & ASSOCIATES INC.$33,196 · incl $26,977 fees
CENTERSTONE INSURANCE$8,667 · incl $2,794 fees
IBUSINESS SOLUTIONS$134
KITCHNER BENEFITS$14
Individual agent · names withheld$229

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 Kitchner & Associates Inc.2

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 593597540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.