Plan Ledger DOL Form 5500 · updated monthly

Citadel Servicing Corporationbenefits

Citadel Servicing Health and Welfare Plan · IRVINE, CA · plan year 2025

Broker compensation reported · 2025
$229,336

Citadel Servicing Corporation's benefits plans covered 363 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $229,336 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $632 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 16% from $197,050 in 2024.

Insurance contracts · 20254
BLUE CROSS OF CALIFORNIA · health hmo ppopremiums n/a · 313 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 363 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug dental vision ppopremiums n/a · 1 covered
Brokers & agents paid · 20254
MARSH & MCLENNAN AGENCY LLC$228,363 · incl $13,377 fees
ELIZABETH FOO DBA WINNING TEAM AGCY$696
DIGITAL INSURANCE INS$208
ADSH INVESTMENTS II INC$69
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 208006279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.