Plan Ledger DOL Form 5500 · updated monthly

William C. Smith & Company, Inc.benefits

William C. Smith & Company Welfare Benefit Plan · WASHINGTON, DC · plan year 2024

Previously filed as William C. Smith & Company, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$58,838

William C. Smith & Company, Inc.'s benefits plans covered 491 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $58,838 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $120 per covered person, below the median for employer plans that report broker pay. Broker pay fell 39% from $96,203 in 2023.

Insurance contracts · 20244
ARAG INSURANCE COMPANYpremiums n/a · 116 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 363 covered
Brokers & agents paid · 20246
KELLY & ASSOC INS GROUP INC$50,788 · incl $20,458 fees
WILLIS TOWERS WATSON SOUTHEAST,INC.$2,596 · incl $525 fees
KELLY & ASSOCIATES TPA$824
KELLY & ASSOCIATES INS GROUP INC$472
Also brokered by Kelly & Assoc Ins Group Inc5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 521092879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.