Plan Ledger DOL Form 5500 · updated monthly

Bernards Bros., Inc.benefits

Bernards Bros., Inc. Health and Welfare Plan · SAN FERNANDO, CA · plan year 2025

Previously filed as Bernards Bros.,Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$372,342

Bernards Bros., Inc.'s benefits plans covered 320 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $372,342 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,164 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 15% from $436,235 in 2024.

Insurance contracts · 202510
CONTINENTAL AMERICAN INSURANCE COMPANY · life stdpremiums n/a · 117 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 11 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 315 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dentalpremiums n/a · 260 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 126 covered
CALIFORNIA PHYSICIANS SERVICE · health drugpremiums n/a · 192 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 186 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 183 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 907 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 320 covered
Brokers & agents paid · 20255
CONTINENTAL AMERICAN$20,404
ACRISURE WEST INSURANCE SERVICES$3,609 · incl $1,140 fees
ORION RISK MANAGEMENT$308,745 · incl $212,987 fees
ACRISURE PARTNERS WEST$1,053 · incl $96 fees
FILICE INSURANCE AGENCY$38,531 · incl $31,515 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 952920045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.