Plan Ledger DOL Form 5500 · updated monthly

Carmel Valley Manorbenefits

Carmel Valley Manor Welfare Benefit Plan · CARMEL, CA · plan year 2023

Broker compensation reported · 2023
$93,996

Carmel Valley Manor's benefits plan covered 125 active participants in 2023, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $93,996 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $752 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20234
PREMIER ACCESS INSURANCE COMPANY · dentalpremiums n/a · 117 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 125 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 19 covered
CALIFORNIA PHYSICIANS SERVICE · health drug visionpremiums n/a · 112 covered
Brokers & agents paid · 20232
WELDON G KERR$43,129 · incl $43,129 fees
ALLIANT INSURANCE SERVICES, INC.$50,867 · incl $45,621 fees
Also brokered by Weldon G Kerr5
Gsw Sports LLC CA$79,098

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 946050476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.