Plan Ledger DOL Form 5500 · updated monthly

The Klein Companybenefits

The Klein Company Employee Benefit Plan · PHILADELPHIA, PA · plan year 2024

Broker compensation reported · 2024
$60,216

The Klein Company's benefits plans covered 122 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $1,330,810. Insurance brokers and agents were paid $60,216 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.5% of premiums. That is $494 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 191% from $20,682 in 2023.

Insurance contracts · 20245
INDEPENDENCE BLUE CROSS · health drug$1.3M · 152 covered
STANDARD INSURANCE COMPANY · dentalpremiums n/a · 98 covered
STANDARD INSURANCE COMPANY · visionpremiums n/a · 97 covered
HARTFORD LIFE AND ACCIDENT · lifepremiums n/a · 122 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 14 covered
Brokers & agents paid · 20248
RISK PLACEMENT SERVICES INC DBA DON$44,431 · incl $5,574 fees
TOMPKINS INSURANCE AGENCIES$6,506
JAMES R NELLIGAN & ASSOCIATES LLC$3,524 · incl $703 fees
TOMPKINS INSURANCE AGENCIES INC.$3,561
PARKS BENEFITS & ENROLLMENT LLC$28 · incl $11 fees
MARKS BENEFIT MANAGEMENT LLC$28 · incl $11 fees
7 individual agents · names withheld$1,677

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 Risk Placement Services Inc dba Don3

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 232516349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.