Plan Ledger DOL Form 5500 · updated monthly

Weiss Asset Management LPbenefits

Weiss Asset Management LP Welfare Benefit Plan · BOSTON, MA · plan year 2024

Broker compensation reported · 2024
$66,561

Weiss Asset Management LP's benefits plans covered 119 active participants in 2024, providing health · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $2,145,116. Insurance brokers and agents were paid $66,561 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.1% of premiums. That is $559 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 13% from $58,939 in 2023.

Insurance contracts · 20244
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health dental$2.1M · 303 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 119 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 119 covered
EYEMED VISION CARE · visionpremiums n/a · 293 covered
Brokers & agents paid · 20245
DIGITAL INSURANCE, INC.$59,120 · incl $12,500 fees
DIGITAL INSURANCE LLC$3,141 · incl $321 fees
CENTRO BENEFITS RESEARCH, LLC$1,000 · incl $1,000 fees
CENTRO BENEFITS GROUP, LLC$35 · incl $35 fees
Also brokered by Digital Insurance, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 611451623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.