Plan Ledger DOL Form 5500 · updated monthly

William Penn Charter Schoolbenefits

William Penn Charter School Health and Welfare Plan · PHILADELPHIA, PA · plan year 2024

Broker compensation reported · 2024
$32,236

William Penn Charter School's benefits plans covered 235 active participants in 2024, providing health · life · long-term disability · death benefits. Insurance brokers and agents were paid $32,236 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $137 per covered person, below the median for employer plans that report broker pay. Broker pay fell 7.6% from $34,873 in 2023.

Insurance contracts · 20245
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 62 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 235 covered
UNUM INSURANCE COMPANY · healthpremiums n/a · 14 covered
UNUM INSURANCE COMPANY · healthpremiums n/a · 12 covered
UNUM INSURANCE COMPANY · healthpremiums n/a · 20 covered
Brokers & agents paid · 20243
CONNER STRONG & BUCKELEW$22,510 · incl $3,546 fees
JAMES R. NELLIGAN & ASSOCIATES$8,181 · incl $8,181 fees
PLANSOURCE BENEFIT ADMINISTRATORS$1,545
Also brokered by Conner Strong & Buckelew5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 230953760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.