Plan Ledger DOL Form 5500 · updated monthly

Glass Lewis and Co. LLCbenefits

Glass Lewis and Co. LLC Health and Welfare Benefit Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$135,174

Glass Lewis and Co. LLC's benefits plans covered 104 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $135,174 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,300 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 2.0% from $137,900 in 2024.

Insurance contracts · 20253
SUN LIFE ASSURANCE COMPANY OF CANADA · life ltdpremiums n/a · 103 covered
VISION SERVICE PLAN · visionpremiums n/a · 89 covered
CALIFORNIA PHYSICIANS SERVICE · health drug hmo ppopremiums n/a · 161 covered
Brokers & agents paid · 20252
AMWINS CONNECT INS. SERVICES, LLC$36,468 · incl $36,468 fees
ALLIANT INSURANCE SERVICES, INC.$98,706 · incl $95,113 fees
Also brokered by Amwins Connect Ins. Services, LLC4
Ocmi Inc. CA$23,600
Marine Layer CA$5,595

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 043737021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.