Plan Ledger DOL Form 5500 · updated monthly

Tortoiseecofin Parent Holdco LLCbenefits

Tortoiseecofin Investments Employee Benefit Plan · OVERLAND PARK, KS · plan year 2023

Broker compensation reported · 2023
$89,879

Tortoiseecofin Parent Holdco LLC's benefits plan covered 92 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,849,906. Insurance brokers and agents were paid $89,879 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.9% of premiums. That is $977 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20237
BLUE CROSS BLUE SHIELD OF KANSAS CITY · health$1.8M · 82 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 32 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 1 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 92 covered
DELTA DENTAL OF KANSAS INC · dentalpremiums n/a · 84 covered
VISION SERVICE PLAN · visionpremiums n/a · 71 covered
Brokers & agents paid · 20236
LOCKTON BENEFIT COMPANY$74,192 · incl $37,194 fees
LOCKTON COMPANIES, LLC$2,733 · incl $184 fees
BLUE CROSS BLUE SHIELD OF KANSAS$3,928
HUB INT'L MIDWEST LIMITED$406
HUB INTL MIDWEST LIMITED DBA HUB$45
Also brokered by Lockton5
Banner Health AZ$2,557,307

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 824180414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.