Plan Ledger DOL Form 5500 · updated monthly

Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis, Prof. Assn.benefits

Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis, Professional Association Cafeteria Plan · TAMPA, FL · plan year 2023

Broker compensation reported · 2023
$93,092

Trenam, Kemker, Scharf, Barkin, Frye, O'Neill & Mullis, Prof. Assn.'s benefits plan covered 160 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $93,092 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $582 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20236
HUMANA MEDICAL PLAN, INC. · health drug hmopremiums n/a · 144 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 159 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 74 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 47 covered
STARMOUNT LIFE INSURANCE COMPANY · dental visionpremiums n/a · 153 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 47 covered
Brokers & agents paid · 20236
MARSH & MCLENNAN AGENCY - BOUCHARD$37,026 · incl $6,119 fees
M E WILSON COMPANY INC$20,750 · incl $855 fees
MARSH & MCLENNAN AGENCY LLC$22,596 · incl $2,983 fees
M E WILSON COMPANY, LLC$3,501 · incl $452 fees
M.E. WILSON COMPANY, LLC$2,786 · incl $209 fees
BOUCHARD FINANCIAL SERVICES INC$6,433
Also brokered by Marsh McLennan Agency5
Sanford ND$2,648,319

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 591772042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.