Plan Ledger DOL Form 5500 · updated monthly

Trustees of Teamsters Local 97 Benefits Fundbenefits

Teamsters Local 97 Benefits Fund · CLARK, NJ · plan year 2024

Broker compensation reported · 2024
$11,921

Trustees of Teamsters Local 97 Benefits Fund's benefits plans covered 1,413 active participants in 2024, providing health · life · dental · vision. Insurance brokers and agents were paid $11,921 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $8 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 92% from $145,932 in 2023.

Insurance contracts · 20243
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 1,229 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,195 covered
HORIZON HEALTHCARE SERVICES, INCpremiums n/a · 1,186 covered
Brokers & agents paid · 20244
EMERSON ROGERS LLC$2,822 · incl $2,822 fees
Also brokered by Acrisure5
Acrisure LLC MI$829,246

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 222004832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.