Plan Ledger DOL Form 5500 · updated monthly

Vengroff Williams, Inc.benefits

Vengroff Williams, Inc. Health and Welfare Plan · SARASOTA, FL · plan year 2023

Broker compensation reported · 2023
$176,261

Vengroff Williams, Inc.'s benefits plan covered 179 active participants in 2023, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $176,261 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $985 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20233
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 421 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 247 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 170 covered
Brokers & agents paid · 20236
EXCALIBUR FINANCIAL$103,761 · incl $103,761 fees
EXCALIBUR FINANCIAL GROUP$44,489
GIS BENEFITS$20,699 · incl $4,314 fees
BRAYBOY & ASSOCIATES$892 · incl $892 fees
Individual agent · names withheld$544

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.

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2023, EIN 452973113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.