Plan Ledger DOL Form 5500 · updated monthly

Waverly Heights LTDbenefits

Waverly Heights, LTD Health and Welfare Plan · GLADWYNE, PA · plan year 2024

Broker compensation reported · 2024
$36,091

Waverly Heights LTD's benefits plans covered 178 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance premiums totaled $2,095,367. Insurance brokers and agents were paid $36,091 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 1.7% of premiums. That is $203 per covered person, above the median for employer plans that report broker pay. Broker pay rose 8.6% from $33,220 in 2023.

Insurance contracts · 20242
INDEPENDENCE BLUE CROSS · health drug vision ppo$2.1M · 255 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dental life ltdpremiums n/a · 200 covered
Brokers & agents paid · 20242
EMERSON ROGERS, LLC$21,967 · incl $11,977 fees
USI INSURANCE SERVICES LLC$14,124 · incl $5,068 fees
Also brokered by Emerson Rogers, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 232212842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.