Plan Ledger DOL Form 5500 · updated monthly

Waterfleet, LLCbenefits

Waterfleet, LLC Employee Benefits Plan · SAN ANTONIO, TX · plan year 2024

Broker compensation reported · 2024
$67,959

Waterfleet, LLC's benefits plans covered 150 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $67,959 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $453 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 15% from $79,901 in 2023.

Insurance contracts · 20242
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 370 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 130 covered
Brokers & agents paid · 20243
SPIRE RISK MANAGEMENT, LLC.$55,673 · incl $42,793 fees
ALERA GROUP, INC.$11,607 · incl $7,915 fees
PLANSIGHT, INC.$679 · incl $679 fees
Also brokered by Spire Risk Management, LLC.3

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 464753356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.