Plan Ledger DOL Form 5500 · updated monthly

Burke, Williams & Sorensen LLPbenefits

Burke, Williams & Sorensen LLP · LOS ANGELES, CA · plan year 2023

Broker compensation reported · 2023
$198,045

Burke, Williams & Sorensen LLP's benefits plan covered 229 active participants in 2023, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $198,045 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $865 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 202310
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug hmopremiums n/a · 101 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 92 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 81 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dentalpremiums n/a · 136 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dental hmopremiums n/a · 51 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 229 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 229 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 126 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 137 covered
VISION SERVICE PLAN · visionpremiums n/a · 162 covered
Brokers & agents paid · 20233
HOUSKA INSURANCE SERVICES INC.$167,746
HOUSKA INSURANCE SERVICES INC$28,889
HOUSKA INSURANCE SERVICES$1,410
Also brokered by Houska Insurance Services Inc.2

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 951705973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.