Plan Ledger DOL Form 5500 · updated monthly

Charles Abbott Associates, Inc.benefits

Charles Abbott Associates, Inc. Welfare Benefits Plan · MISSION VIEJO, CA · plan year 2025

Broker compensation reported · 2025
$236,320

Charles Abbott Associates, Inc.'s benefits plans covered 180 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $336,705. Insurance brokers and agents were paid $236,320 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 70.2% of premiums. That is $1,313 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 81% from $130,463 in 2024.

Insurance contracts · 20252
STANDARD INSURANCE COMPANY · dental vision life std ltd$337K · 180 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug hmo ppopremiums n/a · 179 covered
Brokers & agents paid · 20251
EDGEWOOD PARTNERS INSURANCE CENTER$236,320 · incl $10,069 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 330053899 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.