Plan Ledger DOL Form 5500 · updated monthly

American Heritage Lending, LLCbenefits

American Heritage Lending, LLC Welfare Benefits Plan · IRVINE, CA · plan year 2025

Broker compensation reported · 2025
$55,672

American Heritage Lending, LLC's benefits plans covered 222 active participants in 2025, providing health · life · dental · vision · death benefits · other. Insurance brokers and agents were paid $55,672 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $251 per covered person, above the median for employer plans that report broker pay. Broker pay fell 61% from $142,706 in 2024.

Insurance contracts · 20256
ANTHEM BLUE CROSS · health drug hmo ppopremiums n/a · 158 covered
CIGNA AND OSCAR · health drug hmo ppopremiums n/a · 158 covered
KAISER PERMANENTE · health drug hmo ppopremiums n/a · 158 covered
UNITEDHEALTHCARE OF CALIFORNIA · health drug hmo ppopremiums n/a · 158 covered
HEALTH NET · health drugpremiums n/a · 158 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dental vision lifepremiums n/a · 222 covered
Brokers & agents paid · 20252
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 262301259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.