Plan Ledger DOL Form 5500 · updated monthly

Fortune Enterprise Holdings, Inc.benefits

Fortune Enterprise Holdings, Inc. Welfare Plan · POMONA, CA · plan year 2024

Broker compensation reported · 2024
$1,377,068

Fortune Enterprise Holdings, Inc.'s benefits plans covered 597 active participants in 2024, providing health · life · dental · vision · short-term disability · death benefits · other. Insurance brokers and agents were paid $1,377,068 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $2,307 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 3.6x the $383,844 reported for 2023.

Insurance contracts · 202464
AFLAC · stdpremiums n/a · 17 covered
UNITED HEALTH CARE INSURANCE COMPANY · health drug dental vision hmo ppopremiums n/a · 362 covered
AFLAC · stdpremiums n/a · 47 covered
AFLAC · stdpremiums n/a · 32 covered
AFLAC · stdpremiums n/a · 47 covered
AFLAC · stdpremiums n/a · 61 covered
UNITED HEALTH CARE INSURANCE COMPANY · lifepremiums n/a · 129 covered
AFLAC · stdpremiums n/a · 106 covered
AFLAC · stdpremiums n/a · 10 covered
AFLAC · stdpremiums n/a · 80 covered
AFLAC · stdpremiums n/a · 87 covered
AFLAC · stdpremiums n/a · 46 covered
AFLAC · stdpremiums n/a · 32 covered
AFLAC · stdpremiums n/a · 21 covered
AFLAC · stdpremiums n/a · 59 covered
AFLAC · stdpremiums n/a · 2 covered
AFLAC · stdpremiums n/a · 52 covered
AFLAC · stdpremiums n/a · 9 covered
KAISER FOUNDATION HEALTH PLAN OF HAWAII · health drug dental vision hmopremiums n/a · 95 covered
AFLAC · stdpremiums n/a · 46 covered
AFLAC · stdpremiums n/a · 12 covered
UNITED HEALTH CARE INSURANCE COMPANY · lifepremiums n/a · 176 covered
AFLAC · stdpremiums n/a · 52 covered
AFLAC · stdpremiums n/a · 41 covered
AFLAC · stdpremiums n/a · 68 covered
AFLAC · stdpremiums n/a · 87 covered
AFLAC · stdpremiums n/a · 38 covered
AFLAC · stdpremiums n/a · 19 covered
AFLAC · stdpremiums n/a · 19 covered
AFLAC · stdpremiums n/a · 3 covered
AFLAC · stdpremiums n/a · 43 covered
UNITED HEALTH CARE INSURANCE COMPANY · health drug dental vision hmo ppopremiums n/a · 1,007 covered
AFLAC · stdpremiums n/a · 9 covered
KAISER FOUNDATION HEALTH PLAN OF HAWAII · health drug dental vision hmopremiums n/a · 86 covered
AFLAC · stdpremiums n/a · 92 covered
AFLAC · stdpremiums n/a · 44 covered
AFLAC · stdpremiums n/a · 20 covered
AFLAC · stdpremiums n/a · 114 covered
AFLAC · stdpremiums n/a · 5 covered
AFLAC · stdpremiums n/a · 35 covered
AFLAC · stdpremiums n/a · 113 covered
AFLAC · stdpremiums n/a · 54 covered
AFLAC · stdpremiums n/a · 15 covered
AFLAC · stdpremiums n/a · 6 covered
AFLAC · stdpremiums n/a · 101 covered
AFLAC · stdpremiums n/a · 67 covered
UNITED HEALTH CARE INSURANCE COMPANY · health drug dental vision hmo ppopremiums n/a · 540 covered
AFLAC · stdpremiums n/a · 32 covered
AFLAC · stdpremiums n/a · 44 covered
AFLAC · stdpremiums n/a · 43 covered
UNITED HEALTH CARE INSURANCE COMPANY · lifepremiums n/a · 790 covered
AFLAC · stdpremiums n/a · 4 covered
AFLAC · stdpremiums n/a · 68 covered
AFLAC · stdpremiums n/a · 13 covered
AFLAC · stdpremiums n/a · 73 covered
AFLAC · stdpremiums n/a · 37 covered
AFLAC · stdpremiums n/a · 83 covered
AFLAC · stdpremiums n/a · 94 covered
AFLAC · stdpremiums n/a · 12 covered
KAISER FOUNDATION HEALTH PLAN OF HAWAII · health drug dental vision hmopremiums n/a · 86 covered
CONTINENTAL AMERICAN INSURANCE COMPANY · stdpremiums n/a · 1,410 covered
UNITED HEALTH CARE INSURANCE COMPANY · lifepremiums n/a · 1,680 covered
UNITED HEALTH CARE INSURANCE COMPANY · health drug dental vision hmo ppopremiums n/a · 718 covered
KAISER FOUNDATION HEALTH PLAN OF HAWAII · health drug dental vision hmopremiums n/a · 139 covered
Brokers & agents paid · 20246
CONTINENTAL AMERICAN - SEE ATTACHED$269,248
GAMIE,LLC$331,185
ANTHONY S JONES$500,529 · incl $7,980 fees
LISI LLC$28,311
EGGERT INSURANCE BROKERAGE INC$7,131 · incl $7,980 fees
AFLAC - SEE ATTACHED$240,664 · incl $10,162 fees
Also brokered by Continental American - See Attached5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 201303840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.