Plan Ledger DOL Form 5500 · updated monthly

Bragg Investment Company, Inc.benefits

Bragg Investment Company, Inc. Health and Welfare Plan · LONG BEACH, CA · plan year 2024

Broker compensation reported · 2024
$674,661

Bragg Investment Company, Inc.'s benefits plans covered 742 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $674,661 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $909 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 29% from $524,506 in 2023.

Insurance contracts · 202415
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 81 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 450 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 488 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 78 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 343 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 340 covered
CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) · health drug hmo ppopremiums n/a · 845 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 541 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 370 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 111 covered
ACI ENTERPRISES, INC.premiums n/a · 600 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 303 covered
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · health drug hmopremiums n/a · 7 covered
UNITEDHEALTHCARE INSURANCE COMPANY · dental visionpremiums n/a · 1,192 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 2 covered
Brokers & agents paid · 20242
BURNHAM BENEFITS INSURANCE SERVICES$164,585 · incl $8,389 fees
THE BALDWIN GROUP WEST LLC$510,076 · incl $315,473 fees
Also brokered by Burnham Benefits Insurance Services5
Align Technology CA$554,451

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 953565032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.