Plan Ledger DOL Form 5500 · updated monthly

Don Roberto Jewelers, Inc.benefits

Don Roberto Jewelers, Inc. Employment Benefit Plan · SAN CLEMENTE, CA · plan year 2024

Broker compensation reported · 2024
$220,384

Don Roberto Jewelers, Inc.'s benefits plans covered 596 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $220,384 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $370 per covered person, above the median for employer plans that report broker pay. Broker pay fell 49% from $434,021 in 2023.

Insurance contracts · 20245
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 596 covered
BLUE CROSS OF CALIFORNIA · health drug hmo ppopremiums n/a · 270 covered
UNUM INSURANCE COMPANYpremiums n/a · 184 covered
UNUM INSURANCE COMPANYpremiums n/a · 178 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · dental visionpremiums n/a · 275 covered
Brokers & agents paid · 20242
VOLUNTARY BENEFIT ADVISORS$25,327 · incl $1,160 fees
MARSH & MCLENNAN AGENCY LLC$195,057 · incl $4,741 fees
Also brokered by Voluntary Benefit Advisors5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 330407269 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.