Plan Ledger DOL Form 5500 · updated monthly

Carpenter & Zuckermanbenefits

Carpenter & Zuckerman Health and Welfare Plan · BEVERLY HILLS, CA · plan year 2024

Broker compensation reported · 2024
$66,108

Carpenter & Zuckerman's benefits plans covered 183 active participants in 2024, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $66,108 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $361 per covered person, above the median for employer plans that report broker pay. Broker pay rose 17% from $56,647 in 2023.

Insurance contracts · 20243
BLUE CROSS OF CALIFORNIA · health dental vision hmo ppopremiums n/a · 180 covered
ANTHEM LIFE INSURANCE COMPANY · lifepremiums n/a · 182 covered
STANDARD INSURANCE COMPANY · lifepremiums n/a · 183 covered
Brokers & agents paid · 20241
LOCKTON COMPANIES, LLC$66,108 · incl $2,053 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 461545961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.