Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of California Nurses Association Benefit Trustbenefits

California Nurses Association Benefit Trust · DUBLIN, CA · plan year 2023

Broker compensation reported · 2023
$302,328

Board of Trustees of California Nurses Association Benefit Trust's benefits plan covered 3,300 active participants in 2023, providing life · long-term disability · death benefits. Insurance brokers and agents were paid $302,328 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $92 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20235
UNITED OF OMAHA LIFE INSURANCE COMPANY · healthpremiums n/a · 2,883 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 359 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life stdpremiums n/a · 700 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 2,821 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 119 covered
Brokers & agents paid · 20232
EMERSON REID LLC$241,402 · incl $72,226 fees
STRATIGIC NON MEDICAL SOLUTION$60,926
Also brokered by Emerson Reid LLC5
Minitab, LLC PA$165,114

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 943155322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.