Plan Ledger DOL Form 5500 · updated monthly

Upstate Senior Living, Inc.benefits

Upstate Senior Living, Inc. Health and Welfare Benefit Plan · GREENVILLE, SC · plan year 2024

Broker compensation reported · 2024
$68,625

Upstate Senior Living, Inc.'s benefits plans covered 114 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $1,249,383. Insurance brokers and agents were paid $68,625 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.5% of premiums. That is $602 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 7.1% from $73,877 in 2023.

Insurance contracts · 20249
BLUECHOICE HEALTHPLAN · health$1.2M · 105 covered
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA · dental$46K · 112 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 162 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 162 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 81 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 62 covered
METLIFE LEGAL PLANSpremiums n/a · 24 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · visionpremiums n/a · 98 covered
Brokers & agents paid · 20244
BROKER NOT PROVIDED$38,967
MARSH & MCLENNAN AGENCY LLC$27,463 · incl $9,818 fees
VARIOUS BROKERS$1,939
TRION GROUP, MMA LLC CO$256 · incl $256 fees
Also brokered by Broker Not Provided5
Presidio, LLC VA$122,091

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 510553716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.