Plan Ledger DOL Form 5500 · updated monthly

Frankel Family Trustbenefits

Frankel Family Plan Employee Benefit · SANTA ANA, CA · plan year 2024

Broker compensation reported · 2024
$187,934

Frankel Family Trust's benefits plans covered 406 active participants in 2024, providing health · life · dental · vision · short-term disability. Insurance brokers and agents were paid $187,934 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $463 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 20% from $157,121 in 2023.

Insurance contracts · 20242
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 285 covered
GUARDIAN · dental vision life stdpremiums n/a · 406 covered
Brokers & agents paid · 20241
ACRISURE OF CALIFORNIA LLC$187,934 · incl $10,244 fees
Also brokered by Acrisure5
Acrisure LLC MI$829,246

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 956757355 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.