Plan Ledger DOL Form 5500 · updated monthly

Treacy & Companybenefits

Treacy & Company Welfare Benefits Plan · NEEDHAM, MA · plan year 2023

Broker compensation reported · 2023
$109,245

Treacy & Company's benefits plan covered 231 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $109,245 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $473 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20233
AETNA LIFE INSURANCE COMPANY · dentalpremiums n/a · 417 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · vision life std ltdpremiums n/a · 377 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · healthpremiums n/a · 231 covered
Brokers & agents paid · 20231
MERCER HEALTH & BENEFITS, LLC$109,245 · incl $78,991 fees
Also brokered by Mercer5
7-ELEVEN, Inc TX$4,238,609

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 043213193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.