Plan Ledger DOL Form 5500 · updated monthly

The Tri-M Group, LLCbenefits

The Tri-M Group, LLC Employee Welfare Benefit Plan · KENNETT SQUARE, PA · plan year 2024

Broker compensation reported · 2024
$66,093

The Tri-M Group, LLC's benefits plans covered 472 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $66,093 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $140 per covered person, below the median for employer plans that report broker pay. Broker pay rose 8.9% from $60,684 in 2023.

Insurance contracts · 20245
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 472 covered
VISION SERVICE PLAN · visionpremiums n/a · 400 covered
AFLACpremiums n/a · 35 covered
HARTFORD FIRE INSURANCE COMPANYpremiums n/a · 472 covered
CURALINC, LLC DBA CURALINC HEALTHCAREpremiums n/a · 480 covered
Brokers & agents paid · 20245
GALLAGHER BENEFIT SERVICES, INC.$61,856 · incl $7,622 fees
KANDIS PERRY AND OTHER AGENTS$1,632
MORGAN STANLEY INS. SERVICES, INC.$476
REUBEN WARNER ASSOCIATES, INC.$185 · incl $185 fees
4 individual agents · names withheld$1,944

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 Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 043622615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.