Plan Ledger DOL Form 5500 · updated monthly

Wachtell, Lipton, Rosen & Katzbenefits

Wachtell, Lipton, Rosen & Katz Long Term Disability Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$197,008

Wachtell, Lipton, Rosen & Katz's benefits plans covered 627 active participants in 2024, providing long-term disability. Insurance brokers and agents were paid $197,008 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $314 per covered person, above the median for employer plans that report broker pay. Broker pay fell 1.2% from $199,452 in 2023.

Insurance contracts · 20247
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 1,110 covered
FIRST UNUM LIFE INSURANCE COMPANY · lifepremiums n/a · 637 covered
FIRST UNUM LIFE INSURANCE COMPANY · stdpremiums n/a · 559 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 642 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK · visionpremiums n/a · 736 covered
FIRST UNUM LIFE INSURANCE COMPANY · ltdpremiums n/a · 629 covered
Brokers & agents paid · 20242
MERCER HEALTH & BENEFITS LLC$191,242 · incl $42,250 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 131935773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.