Plan Ledger DOL Form 5500 · updated monthly

William C Shaddock Inheritors Trustbenefits

Shaddock Employee Benefit Plan · PLANO, TX · plan year 2024

Broker compensation reported · 2024
$352,545

William C Shaddock Inheritors Trust's benefits plans covered 1,305 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $352,545 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $270 per covered person, above the median for employer plans that report broker pay. Broker pay fell 12% from $402,067 in 2023.

Insurance contracts · 20247
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 1,173 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 1,178 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 26 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 1,269 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 25 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 679 covered
Brokers & agents paid · 20244
LOCKTON COMPANIES, LLC$218,569 · incl $7,714 fees
LOCKTON COMPANIES LLC$89,536 · incl $7,367 fees
LOCKTON SPECIALTIES LLC$41,275 · incl $41,275 fees
ADP, INC.$3,165 · incl $3,165 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 276120668 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.