Plan Ledger DOL Form 5500 · updated monthly

W. Gardner, LLCbenefits

W. Gardner, LLC Welfare Benefit Plan · JACKSONVILLE, FL · plan year 2024

Broker compensation reported · 2024
$63,778

W. Gardner, LLC's benefits plans covered 144 active participants in 2024, providing health · life · dental · vision · short-term disability · other · long-term disability. Insurance premiums totaled $900,393. Insurance brokers and agents were paid $63,778 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 7.1% of premiums. That is $443 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 16% from $55,187 in 2023.

Insurance contracts · 20245
HEALTH OPTIONS, INC. · health drug hmo$490K · 53 covered
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug ppo$410K · 35 covered
USABLE LIFE · lifepremiums n/a · 144 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 109 covered
USABLE LIFEpremiums n/a · 36 covered
Brokers & agents paid · 20245
BALDWIN KRYSTYN SHERMAN PARTNERS$60,982 · incl $3,191 fees
DAVIS-ROUSSEL TALLAHASSEE LLC$122
NORTH FLORIDA FINANCIAL CORPORATION$119
Also brokered by Baldwin Krystyn Sherman Partners5
Forward Air, LLC TN$327,694

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 820930868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.