Plan Ledger DOL Form 5500 · updated monthly

The Modern Group, LTDbenefits

Modern Group Health & Welfare Benefits Plan · BRISTOL, PA · plan year 2024

Broker compensation reported · 2024
$180,082

The Modern Group, LTD's benefits plans covered 256 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $180,082 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $703 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 3.1% from $174,662 in 2023.

Insurance contracts · 20247
AETNA LIFE INSURANCE COMPANY · health dental visionpremiums n/a · 343 covered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 224 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 64 covered
UNUM INSURANCE COMPANY · healthpremiums n/a · 51 covered
UNUM INSURANCE COMPANY · healthpremiums n/a · 17 covered
UNUM INSURANCE COMPANY · healthpremiums n/a · 17 covered
LEGALPLANS, USApremiums n/a · 8 covered
Brokers & agents paid · 20248
GRAHAM COMPANY, A MARSH & MCLENNAN$136,905 · incl $121,102 fees
JAMES R. NELLIGAN & ASSOCIATES, LLC$8,913 · incl $8,913 fees
WILLIAM A GRAHAM CO$4,972
MARSH & MCLENNAN COMPANIES, INC$15,168 · incl $49 fees
JAMES R NELLIGAN & ASSOCIATES$2,572 · incl $2,572 fees
MARSH & MCLENNAN AGENCY, LLC$439 · incl $439 fees
NELLIGAN$146 · incl $146 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 232116893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.