Plan Ledger DOL Form 5500 · updated monthly

The Presbyterian Home at Charlotte, Incbenefits

The Presbyterian Home at Charlotte, Inc · CHARLOTTE, NC · plan year 2024

Broker compensation reported · 2024
$61,224

The Presbyterian Home at Charlotte, Inc's benefits plans covered 222 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $61,224 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $276 per covered person, above the median for employer plans that report broker pay. Broker pay fell 10.0% from $67,990 in 2023.

Insurance contracts · 20244
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug dental vision ppopremiums n/a · 210 covered
HARTFORD LIFE AND ACCIDENT · std ltdpremiums n/a · 87 covered
USABLE LIFE · lifepremiums n/a · 222 covered
Brokers & agents paid · 20245
DALE MOORE$36,856
MOSAIC GROUP SERVICES, LLC$3,982 · incl $3,982 fees
USI INSURANCE SERVICES LLC$14,748 · incl $1,379 fees
SHEALY BENEFITS SERVICES, INC.$2,790
Also brokered by Dale Moore2

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 566064186 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.