Plan Ledger DOL Form 5500 · updated monthly

Tompkins Financial Corporationbenefits

Tompkins Financial Corporation Employee Benefit Plan · ITHACA, NY · plan year 2024

Broker compensation reported · 2024
$179,487

Tompkins Financial Corporation's benefits plans covered 975 active participants in 2024, providing health · life · dental · short-term disability · long-term disability · other · vision. Insurance brokers and agents were paid $179,487 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $184 per covered person, below the median for employer plans that report broker pay. Broker pay fell 30% from $256,363 in 2023.

Insurance contracts · 20246
SUN LIFE AND HEALTH INSURANCE COMPANY · stop-losspremiums n/a · 672 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 1,385 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 316 covered
SUN LIFE AND HEALTH INSURANCE COMPANY · life std ltdpremiums n/a · 1,285 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 2,013 covered
METROPOLITAN LIFE INSURANCE COMPANY · stdpremiums n/a · 796 covered
Brokers & agents paid · 20244
SBR SERVICES LLC$41,317 · incl $7,063 fees
JAMES R. NELLIGAN & ASSOCIATES LLC$31,658 · incl $31,658 fees
TOMPKINS INSURANCE AGENCIES INC$98,499 · incl $336 fees
JAMES R NELLIGAN & ASSOCIATES LLC$8,013 · incl $8,013 fees
Also brokered by Sbr Services LLC5
Rkl LLP PA$64,692

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 161482357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.