Plan Ledger DOL Form 5500 · updated monthly

Trc Acquisition, LLCbenefits

The Roberts Company Health and Welfare Plan · WINTERVILLE, NC · plan year 2024

Broker compensation reported · 2024
$129,995

Trc Acquisition, LLC's benefits plans covered 211 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $129,995 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $616 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 7.2% from $121,271 in 2023.

Insurance contracts · 20244
AETNA LIFE INSURANCE COMPANY · health drugpremiums n/a · 388 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 693 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 211 covered
Brokers & agents paid · 20247
EMERSON ROGERS, LLC$78,167 · incl $33,756 fees
BOSTON INS. EMPLOYEE BENEFITS TRUST$13,230 · incl $13,230 fees
COBBS, ALLEN AND HALL, INC.$3,713
SBI BENEFITS CONSULTANTS$16,132 · incl $22 fees
ROBERT TAYLOR GRP. AND OTHER AGENTS$1,948 · incl $105 fees
PROFESSIONAL PENSIONS, INC.$14,817 · incl $14,817 fees
4 individual agents · names withheld$1,988

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 Emerson Rogers, LLC5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 262311706 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.