Plan Ledger DOL Form 5500 · updated monthly

First Team Real Estate - Orange Countybenefits

First Team Real Estate - Orange County Employee Benefits Plan · NEWPORT BEACH, CA · plan year 2025

Previously filed as First Team Real Estate- Orange County. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$72,528

First Team Real Estate - Orange County's benefits plans covered 217 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $72,528 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $334 per covered person, above the median for employer plans that report broker pay. Broker pay fell 28% from $100,995 in 2024.

Insurance contracts · 20258
AETNA HEATH, INC. · health drug hmopremiums n/a · 144 covered
AETNA LIFE INSURANCE CO · health drug dental visionpremiums n/a · 247 covered
METROPOLITAN LIFE INSURANCE COMPANY · health drugpremiums n/a · 53 covered
METROPOLITAN LIFE INSURANCE COMPANY · stdpremiums n/a · 9 covered
METROPOLITAN LIFE INSURANCE COMPANY · life ltdpremiums n/a · 315 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 116 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 112 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 36 covered
Brokers & agents paid · 20253
SUPERIOR INSURANCE PARTNERS LLC$65,405
MARC JACOBSON & ASSOCIATES LLC$6,864

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 330311423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.