Plan Ledger DOL Form 5500 · updated monthly

W. P. Carey Management LLCbenefits

W. P. Carey Benefit Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$319,016

W. P. Carey Management LLC's benefits plans covered 146 active participants in 2025, providing health · life · short-term disability · death benefits · dental · vision · other · long-term disability. Insurance brokers and agents were paid $319,016 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $2,185 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 2.8% from $310,418 in 2024.

Insurance contracts · 20256
CIGNA HEALTH & LIFE INSURANCE CO. · dental visionpremiums n/a · 146 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · ltdpremiums n/a · 2 covered
CIGNA HEALTH & LIFE INSURANCE CO · healthpremiums n/a · 143 covered
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 144 covered
GUARDIAN LIFE INSURANCE COMPANY · stdpremiums n/a · 138 covered
CIGNA DENTAL HEALTH OF MARYLAND, INC. · dentalpremiums n/a · 1 covered
Brokers & agents paid · 20257
DONALD C SAVOY INC$47,066 · incl $47,066 fees
JN SAVASTA$211,531 · incl $186,352 fees
RISK PLACEMENT SERVICES$34,791 · incl $34,791 fees
JN SAVASTA CORP$11,529
DONALD C SAVOY$5,349 · incl $5,349 fees
JN SAVASTA CORP.$6,957
MARK STEPHEN METTILLE$1,793
Also brokered by Donald C Savoy Inc5
Kearny Bank NJ$122,015
Newtekone FL$88,951

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 883542403 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.