Plan Ledger DOL Form 5500 · updated monthly

Buchalter, a Professional Corporationbenefits

Buchalter Health and Welfare Benefits Plan · LOS ANGELES, CA · plan year 2024

Broker compensation reported · 2024
$950,200

Buchalter, a Professional Corporation's benefits plans covered 809 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $950,200 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,175 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 22% from $778,310 in 2023.

Insurance contracts · 202411
AETNA LIFE INSURANCE CO. · health dental visionpremiums n/a · 1,548 covered
AFLAC · stdpremiums n/a · 71 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 33 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 809 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 277 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug hmopremiums n/a · 12 covered
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · health drug hmopremiums n/a · 16 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 794 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 376 covered
Brokers & agents paid · 202416
ROSENFELD, JASON E$196,250 · incl $7,093 fees
CORPORATE SYNERGIES GROUP, INC.$83,346
PECK, RANDALL W$65,297 · incl $2,360 fees
CENTRO BENEFITS RESEARCH LLC$47,289 · incl $47,289 fees
LINDA M NAPOLI$9,570 · incl $524 fees
CORPORATE SYNERGIES GROUP LLC$536,235 · incl $27,701 fees
PATRICIA GAIL LEES$2,656 · incl $76 fees
ERICA R GOLDEN$1,655
ROBERT MILER QUICK$1,555
LINDA MADELEINE NAPOLI$1,087
CORPORATE SYNERGIES-MT. LAUREL, NJ$1,076
RHOEL T VALDEZ$1,060 · incl $95 fees
DEVITA BETHINA MCKENZIE AND VARIOUS$81
FOUNDATION RISK PARTNERS,CORP$78 · incl $78 fees
5 individual agents · names withheld$842

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.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 952640846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.