Plan Ledger DOL Form 5500 · updated monthly

The Fortune Societybenefits

The Fortune Society Wrap Benefit Plan · LONG ISLAND CITY, NY · plan year 2024

Broker compensation reported · 2024
$236,028

The Fortune Society's benefits plans covered 563 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $236,028 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $419 per covered person, above the median for employer plans that report broker pay. Broker pay rose 13% from $209,017 in 2023.

Insurance contracts · 20243
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug visionpremiums n/a · 434 covered
AETNA LIFE INSURANCE COMPANY · dentalpremiums n/a · 534 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 563 covered
Brokers & agents paid · 20244
USI INSURANCE SERVICES, LLC$184,969 · incl $147,017 fees
BROWN & BROWN INSURANCE SVC, INC.$45,890 · incl $45,890 fees
IMG$106 · incl $106 fees
Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 132645436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.