Plan Ledger DOL Form 5500 · updated monthly

World Choice Investments, LLCbenefits

World Choice Investments, LLC Welfare Benefit Plan · PIGEON FORGE, TN · plan year 2024

Broker compensation reported · 2024
$108,363

World Choice Investments, LLC's benefits plans covered 240 active participants in 2024, providing health · life · dental · short-term disability · long-term disability. Insurance premiums totaled $1,655,517. Insurance brokers and agents were paid $108,363 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.5% of premiums. That is $452 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 3.2% from $111,912 in 2023.

Insurance contracts · 20247
BLUECROSS BLUESHIELD OF TENNESSEE, INC. · health$1.6M · 238 covered
RELIANCE STANDARD INSURANCE COMPANY · life$12K · 89 covered
RELIANCE STANDARD INSURANCE COMPANY · ltd$12K · 87 covered
RELIANCE STANDARD INSURANCE COMPANY · std$8K · 20 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 17 covered
THE LINCOLN NATIONAL LIFE INUSRANCE COMPANY · visionpremiums n/a · 167 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 313 covered
Brokers & agents paid · 20248
FRED MOORE$78,355
J. SMITH LANIER & CO$18,967 · incl $897 fees
MARSH & MCLENNAN$898 · incl $898 fees
GIS BENEFITS INC.$8,552 · incl $2,529 fees
MARSH & MCLENNAN AGENCY LLC$1,173 · incl $187 fees
KLD INSURANCE BENEFITS INC$22 · incl $6 fees
STEVEN VERMETTE INC.$5
3 individual agents · names withheld$391

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Fred Moore2

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 621482653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.