Plan Ledger DOL Form 5500 · updated monthly

Arcadia Retirement Residencebenefits

Arcadia Retirement Residence · HONOLULU, HI · plan year 2024

Broker compensation reported · 2024
$170,021

Arcadia Retirement Residence's benefits plans covered 522 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $2,577,554. Insurance brokers and agents were paid $170,021 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.6% of premiums. That is $326 per covered person, above the median for employer plans that report broker pay. Broker pay rose 4.4% from $162,928 in 2023.

Insurance contracts · 20247
UNIVERSITY HEALTH ALLIANCE · health drug vision ppo$2.6M · 353 covered
HAWAII DENTAL SERVICE · dentalpremiums n/a · 675 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug vision hmopremiums n/a · 237 covered
AFLAC · dentalpremiums n/a · 17 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 88 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 521 covered
Brokers & agents paid · 20244
MERCER HEALTH AND BENEFITS, LLC$166,545 · incl $1,916 fees
SUSANNA TRAN AND OTHER AGENTS$496 · incl $14 fees
5 individual agents · names withheld$1,510

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 Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 990256226 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.