Plan Ledger DOL Form 5500 · updated monthly

Terlato Wine Groupbenefits

Terlato Wine Group Welfare Benefit Plan · LAKE BLUFF, IL · plan year 2024

Broker compensation reported · 2024
$62,489

Terlato Wine Group's benefits plans covered 210 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $2,150,230. Insurance brokers and agents were paid $62,489 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.9% of premiums. That is $298 per covered person, above the median for employer plans that report broker pay. Broker pay rose 0.5% from $62,170 in 2023.

Insurance contracts · 20246
BLUECROSS BLUESHIELD OF ILLINOIS · health dental$2.2M · 322 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 210 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 210 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 210 covered
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 34 covered
VISION SERVICE PLAN · visionpremiums n/a · 132 covered
Brokers & agents paid · 20243
ASSOCIATED AGENCIES INC$27,216 · incl $1,296 fees
ASSOCIATED AGENCIES, INC.$11,846
ASSOCIATED AGENCIES, INC$23,427
Also brokered by Associated Agencies Inc5
Tatte Holdings MA$160,565

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 363148484 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.