Plan Ledger DOL Form 5500 · updated monthly

The Witham Family, LLCbenefits

The Witham Family, LLC · ELLSWORTH, ME · plan year 2024

Previously filed as The Witham Family LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$62,937

The Witham Family, LLC's benefits plans covered 129 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $62,937 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $488 per covered person, in the top quarter of employer plans that report broker pay. Brokers were paid 3.1x the $20,250 reported for 2023.

Insurance contracts · 20244
AETNA · health drugpremiums n/a · 185 covered
DELTA DENTAL PLAN OF MAINE · dentalpremiums n/a · 222 covered
RED TREE INSURANCE COMPANY, INC. · visionpremiums n/a · 204 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 129 covered
Brokers & agents paid · 20242
BARRESI FINANCIAL, INC$62,785
COMBINED SERVICES LLC DBA CSONE$152

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 833254849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.