BenefitsLedger
Employer health plan record · Plan year 2024 · Form 5500

Hotel Equities, LLC

Real estate & rental · Alpharetta, Georgia · EIN ending 8961

Updated Filing received by DOL

Hotel Equities, LLC, a real estate & rental employer in Alpharetta, Georgia, reported 1,994 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows 9 insurance contracts with no premium reported and $219,783 in broker commissions and fees. The plan is self-funded (the employer pays claims itself). The Department of Labor received the filing on October 8, 2025, before the deadline.

Participants
1,994
+7.7% vs 2023
Premiums filed
none
self-funded or not filed
Broker commissions + fees
$219,783
−64.1% vs 2023
Commission rate
n/a
needs insured medical premium

Who was paid on Hotel Equities, LLC's plan

Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Hotel Equities, LLC filed for 2024.

Broker or agentCommissionsFeesTotalContracts
Marsh McLennan Agency · Greensboro, NC$133,012$86,771$219,7839

Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.

Insurance contracts and carriers

Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.

Carrier · coverageCoveredPremiumBroker payRate
Unum Life Insurance Company of Americalife, short-term disability, long-term disability999—$44,667—
Starmount Life Insurance Companydental, vision1,639—$87,860—
Starmount Life Insurance Companydental, vision83—$5,335—
Unum Insurance Companycoverage not coded197—$10,131—
Unum Life Insurance Company of Americalife, short-term disability, long-term disability78—$5,122—
Unum Life Insurance Company of Americashort-term disability, long-term disability123—$19,336—
Unum Life Insurance Company of Americalife498—$43,940—
Unum Life Insurance Company of Americalife14—$2,405—
Unum Life Insurance Company of Americashort-term disability, long-term disability7—$987—

Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.

How Hotel Equities, LLC compares

Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.

Broker commissions + fees, dollars
Hotel Equities, LLC
$219,783
Commission rate, % of medical premium

Not computable: no insured medical premium on the filing.

Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.

Year over year

$612,198$219,783Broker pay20232024
Hotel Equities, LLC: premiums and broker commissions + fees, 2023 vs 2024
20232024Change
Participants1,8521,994+7.7%
Premiums filed$0$0—
Broker commissions + fees$612,198$219,783−64.1%
Commission rate———

Source: DOL Form 5500 filings for plan years 2023 and 2024.

Filings and timeliness

Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.

PlanPlan year endReceived by DOLTimingParticipants
Hotel Equities, LLC Employee Benefits Plan#501 · insurance, general assetsMarch 31, 2025October 8, 2025before deadline1,994

Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.

How much did Hotel Equities, LLC pay in health insurance broker commissions in 2024?

Hotel Equities, LLC's 2024 Form 5500 reports $219,783 in broker commissions and fees across 9 insurance contracts ($133,012 in commissions, $86,771 in fees), with Marsh McLennan Agency receiving the largest share.

Is Hotel Equities, LLC's health plan self-funded or fully insured?

The 2024 filing indicates the plan is self-funded (the employer pays claims itself).

How does Hotel Equities, LLC's broker compensation compare with similar employers?

A commission-to-premium ratio cannot be computed for Hotel Equities, LLC because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 1,000-4,999 participants that disclosed broker pay reported a median of $168,579.

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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.