Plan Ledger DOL Form 5500 · updated monthly

Budget Holdings Incbenefits

Budget Holdings Inc Welfare Benefits Plan · LAGUNA HILLS, CA · plan year 2025

Broker compensation reported · 2025
$108,481

Budget Holdings Inc's benefits plans covered 133 active participants in 2025, providing health · dental · vision · short-term disability. Insurance brokers and agents were paid $108,481 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $816 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 82% from $59,763 in 2024.

Insurance contracts · 20253
PRINCIPAL LIFE INSUARANCE COMPANY · dental vision life std ppopremiums n/a · 133 covered
BLUE CROSS OF CALIFORNIA · health hmo ppopremiums n/a · 101 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · health ppopremiums n/a · 32 covered
Brokers & agents paid · 20254
EMPLOYER'S NATIONAL EXPERT RESOURCE$55,290
ENERGI$20,545
WORD & BROWN INSURANCE ADMINSTRATOR$22,116
PROFESSIONAL GROUP PLANS INC$10,530 · incl $10,530 fees
Also brokered by Employer's National Expert Resource1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 364915817 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.