Plan Ledger DOL Form 5500 · updated monthly

Bergelectric, Corp.benefits

Bergelectric, Corp. Employee Group Insurance Plan · CARLSBAD, CA · plan year 2025

Broker compensation reported · 2025
$862,500

Bergelectric, Corp.'s benefits plans covered 1,612 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $862,500 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $535 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 7.0% from $927,138 in 2024.

Insurance contracts · 20252
AETNA LIFE INSURANCE COMPANY · health drug dental visionpremiums n/a · 3,184 covered
ANTHEM LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 769 covered
Brokers & agents paid · 20251
LOCKTON COMPANIES, LLC$862,500 · incl $85,241 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 951459684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.