Plan Ledger DOL Form 5500 · updated monthly

Albert & Mackenzie LLPbenefits

Albert & Mackenzie Health & Welfare Plan · AGOURA HILLS, CA · plan year 2024

Broker compensation reported · 2024
$228,076

Albert & Mackenzie LLP's benefits plans covered 367 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $228,076 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $621 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 20% from $189,918 in 2023.

Insurance contracts · 20247
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · health drug dentalpremiums n/a · 285 covered
KAISER FOUNDATION HEALTH PLAN INC · health drugpremiums n/a · 100 covered
KAISER FOUNDATION HEALTH PLAN INC · health drugpremiums n/a · 32 covered
KAISER FOUNDATION HEALTH PLAN INC · health drugpremiums n/a · 4 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 140 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 367 covered
VISION SERVICE PLAN · visionpremiums n/a · 312 covered
Brokers & agents paid · 20241
CLEARPATH BENEFIT ADVISORS LLC$228,076 · incl $2,272 fees
Also brokered by Clearpath Benefit Advisors LLC5
Jobsohio OH$49,396

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 821962454 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.