Plan Ledger DOL Form 5500 · updated monthly

Ug Enterprises, Inc.benefits

Ug Enterprises, Inc. Employee Benefits Plan · MELVILLE, NY · plan year 2024

Broker compensation reported · 2024
$382,882

Ug Enterprises, Inc.'s benefits plans covered 560 active participants in 2024, providing health · life · dental · vision · short-term disability · death benefits. Insurance brokers and agents were paid $382,882 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $684 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 4.2x the $90,472 reported for 2023.

Insurance contracts · 202426
GUARDIAN LIFE INSURANCE · life stdpremiums n/a · 132 covered
GUARDIAN LIFE INSURANCE · dental vision life stdpremiums n/a · 227 covered
WESTPORT INSURANCE CORPORATION · stop-losspremiums n/a · 311 covered
GUARDIAN LIFE INSURANCE · dental vision life stdpremiums n/a · 256 covered
WESTPORT INSURANCE CORPORATION · stop-losspremiums n/a · 367 covered
GUARDIAN LIFE INSURANCE · dental vision life stdpremiums n/a · 225 covered
WESTPORT INSURANCE CORPORATION · stop-losspremiums n/a · 314 covered
AFLAC · stdpremiums n/a · 299 covered
AFLAC · stdpremiums n/a · 76 covered
GUARDIAN LIFE INSURANCE · dental visionpremiums n/a · 290 covered
SUN LIFE AND HEALTH INSURANCE COMPANY · stop-losspremiums n/a · 389 covered
AFLAC · stdpremiums n/a · 250 covered
AFLAC · stdpremiums n/a · 55 covered
AETNA LIFE INSURANCE CO. · health dentalpremiums n/a · 66 covered
GUARDIAN LIFE INSURANCE · dental visionpremiums n/a · 315 covered
AFLAC · stdpremiums n/a · 99 covered
AFLAC · stdpremiums n/a · 11 covered
AETNA LIFE INSURANCE CO. · health dentalpremiums n/a · 47 covered
UNUM GROUP · stop-losspremiums n/a · 299 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 360 covered
MASSACHUSETTS MUTUAL LIFE INSURACNE COMPANY · lifepremiums n/a · 42 covered
CONTINENTAL AMERICAN INSURANCE COMPANY · stdpremiums n/a · 224 covered
BERKSHIRE HATHAWAYpremiums n/a · 360 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 56 covered
ANTHEM BLUE CROSS · dental visionpremiums n/a · 704 covered
HEALTH ADVOCATE SOLUTIONS, INC.premiums n/a · 1,302 covered
Brokers & agents paid · 202435
MARSHALL AND STERLING INC$21,961
RSC INSURANCE BROKERAGE$40,121
FNA INSURANCE SERVICES INC.$6,859
ACRISURE LLC$6,289 · incl $542 fees
RICHARD SAENZ$16,756 · incl $1,657 fees
THOMAS P. MCKIERNAN$3,842
IRMA ENCISO ALTAMIRANO$6,250 · incl $305 fees
STEPHEN E WEST$6,371 · incl $424 fees
NFP CORPORATE SERVICES NY LLC$27,643 · incl $2,943 fees
EMERSON REID LLC$149,151 · incl $17,803 fees
THOMAS MCKIERNAN$4,571 · incl $122 fees
KELLY S ASSIS$2,926 · incl $366 fees
JUSTIN GRIFFEY$2,767 · incl $370 fees
LAURA M ROTHENHAUSEN$1,444 · incl $69 fees
BRENDA CEREZO$1,006 · incl $11 fees
RICHARD SAENZ AND VARIOUS AGENTS$753
DAVID MAJOR$1,278 · incl $46 fees
JORDAN NADEL$1,033
ANTHONY LAKE$2,530 · incl $342 fees
JACQUELINE G. ROTH AND OTHER AGENTS$645
MARSH & MCLENNAN AGENCY LLC$39,962 · incl $8,035 fees
ANTHONY BERTRAMI$2,235
MCINERNEY GROUP LLC$722 · incl $46 fees
HECTOR ZAYAS$2,396 · incl $148 fees
ROY QUINONES$1,676 · incl $360 fees
COLIN MCVETTY$1,198 · incl $81 fees
PETRONE ASSOCIATES INC$97
PEREGRINE CONSULTING LLC$213
NMP PLANNING CO INC$11
KENNETH C MEIER CORP$10
BENITO A ROTONDI II INC$2
32 individual agents · names withheld$9,364

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 Marshall and Sterling Inc1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 810947498 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.