Plan Ledger DOL Form 5500 · updated monthly

Williams & Rowe, Co. Inc.benefits

Williams & Rowe Health & Welfare Plan · JACKSONVILLE, FL · plan year 2024

Broker compensation reported · 2024
$150,983

Williams & Rowe, Co. Inc.'s benefits plans covered 130 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $1,588,616. Insurance brokers and agents were paid $150,983 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 9.5% of premiums. That is $1,161 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 69% from $89,560 in 2023.

Insurance contracts · 20243
BLUE CROSS BLUE SHIELD OF FLORIDA · health dental vision life std ltd hmo$1.6M · 82 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision life std ltdpremiums n/a · 130 covered
GUARDIAN · dental vision stdpremiums n/a · 102 covered
Brokers & agents paid · 20241
JAMES F. TULLIS & ASSOCIATES$150,983
Also brokered by James F. Tullis & Associates4

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 591026607 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.