Plan Ledger DOL Form 5500 · updated monthly

Todd & Sargent, Inc.benefits

Todd & Sargent, Inc. Welfare Benefit Plan · AMES, IA · plan year 2024

Broker compensation reported · 2024
$28,874

Todd & Sargent, Inc.'s benefits plans covered 222 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $1,244,967. Insurance brokers and agents were paid $28,874 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.3% of premiums. That is $130 per covered person, below the median for employer plans that report broker pay. Brokers were paid 20.8x the $1,388 reported for 2023.

Insurance contracts · 20246
WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · health drug ppo$1.2M · 110 covered
STANDARD INSURANCE COMPANY · life$30K · 193 covered
STANDARD INSURANCE COMPANY · ltd$10K · 79 covered
DELTA DENTAL OF IOWA · dentalpremiums n/a · 96 covered
EMPLOYEE & FAMILY RESOURCES, INC.premiums n/a · 252 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 115 covered
Brokers & agents paid · 20242
SELECT NETWORKS$1,111
Also brokered by Holmes Murphy5
Conexon, LLC MO$632,134

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 421432171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.