Plan Ledger DOL Form 5500 · updated monthly

Aristotle Capital Management, LLCbenefits

Aristotle Capital Management, LLC Welfare Benefit Plan · LOS ANGELES, CA · plan year 2023

Broker compensation reported · 2023
$298,934

Aristotle Capital Management, LLC's benefits plan covered 231 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $298,934 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,294 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20235
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug hmo ppopremiums n/a · 203 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 791 covered
VISION SERVICE PLAN · visionpremiums n/a · 204 covered
EMPATHIA PACIFIC, INC.premiums n/a · 240 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 230 covered
Brokers & agents paid · 20234
USI INSURANCE SERVICES LLC$294,638 · incl $21,449 fees
SEQUOIA BENEFITS, LLC$2,240 · incl $2,142 fees
ACRISURE OF CALIFORNIA, LLC$1,115 · incl $1,115 fees
ENROLLEASE, INC.$941 · incl $941 fees
Also brokered by Usi5
Bronco Wine Company CA$1,411,592

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 954833644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.