Plan Ledger DOL Form 5500 · updated monthly

The Canandaigua National Bank and Trust Companybenefits

The Canandaigua National Bank and Trust Company Health Care Plan · CANANDAIGUA, NY · plan year 2024

Broker compensation reported · 2024
$214,414

The Canandaigua National Bank and Trust Company's benefits plans covered 422 active participants in 2024, providing health · dental · vision · other. Insurance brokers and agents were paid $214,414 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $508 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 4.3% from $205,550 in 2023.

Insurance contracts · 20244
SUN LIFE AND HEALTH INSURANCE COMPANY · ltdpremiums n/a · 611 covered
SUN LIFE AND HEALTH INSURANCE COMPANY · lifepremiums n/a · 611 covered
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 422 covered
MVP HEALTHCARE · health drugpremiums n/a · 643 covered
Brokers & agents paid · 20242
ASSUREDPARTNERS NORTHEAST, LLC$202,700 · incl $3,671 fees
BOND FINANCIAL NETWORK$11,714
Also brokered by Assuredpartners Northeast, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 160373410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.