Plan Ledger DOL Form 5500 · updated monthly

Atkinson, Andelson, Loya, Ruud and Romobenefits

Atkinson, Andelson, Loya, Ruud and Romo Employee Benefits Plan · CERRITOS, CA · plan year 2025

Broker compensation reported · 2025
$451,556

Atkinson, Andelson, Loya, Ruud and Romo's benefits plans covered 473 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $451,556 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $955 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 36% from $331,274 in 2024.

Insurance contracts · 202512
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 76 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 133 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 328 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 11 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 76 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 139 covered
VISION SERVICE PLAN · visionpremiums n/a · 347 covered
UNUM INSURANCE COMPANYpremiums n/a · 75 covered
UNUM INSURANCE COMPANYpremiums n/a · 51 covered
UNUM INSURANCE COMPANYpremiums n/a · 44 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental hmo ppopremiums n/a · 369 covered
Brokers & agents paid · 20254
CENTRO BENEFITS RESEARCH LLC$38,531 · incl $38,531 fees
IMA, INC.$411,872 · incl $15,429 fees
BOLTON & COMPANY$478
Individual agent · names withheld$675

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 Centro Benefits Research LLC5
Shipt, Inc. AL$78,524

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 953378600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.