Plan Ledger DOL Form 5500 · updated monthly

The Boldt Companybenefits

The Boldt Company Group Health & Welfare Plan · APPLETON, WI · plan year 2024

Broker compensation reported · 2024
$99,034

The Boldt Company's benefits plans covered 1,881 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $99,034 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $53 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 104% from $48,661 in 2023.

Insurance contracts · 20249
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 725 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 512 covered
AETNA INTERNATIONALpremiums n/a · 8 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 725 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 725 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 660 covered
GRANULAR INSURANCE COMPANY · stop-losspremiums n/a · 597 covered
ACE BENEFIT-RYAN SPECIALTY-OPTUMHEALTH-UNIMERICA · stop-losspremiums n/a · 600 covered
EMPATHIA, INC.premiums n/a · 2,071 covered
Brokers & agents paid · 20245
SBR SERVICES LLC$60,319 · incl $60,319 fees
JAMES R NELLIGAN & ASSOCIATES LLC$22,164 · incl $9,551 fees
HUB INTERNATIONAL MIDWEST LTD$10,178 · incl $10,178 fees
JAMES R NELLIGAN & ASSOCIATRES LLC$1,199 · incl $634 fees
Also brokered by Sbr Services LLC5
Rkl LLP PA$64,692

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 390174190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.