Plan Ledger DOL Form 5500 · updated monthly

Heritage Grocers Group, LLCbenefits

Heritage Grocers Group LLC Welfare Benefit Plan · ONTARIO, CA · plan year 2024

Broker compensation reported · 2024
$167,591

Heritage Grocers Group, LLC's benefits plans covered 5,908 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $167,591 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $28 per covered person, in the bottom quarter of employer plans that report broker pay. Brokers were paid 5.4x the $31,291 reported for 2023.

Insurance contracts · 20246
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · health drug dental vision life std ltd ppopremiums n/a · 3,147 covered
ANTHEM LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 7,538 covered
HEALTH PLAN OF NEVADA · health drug visionpremiums n/a · 185 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 1,357 covered
BLUE CROSS OF CALIFORNIA · health dental hmopremiums n/a · 3,147 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 573 covered
Brokers & agents paid · 20246
WILLIS TOWERS WATSON NORTHEAST INC$140,254 · incl $44,718 fees
VARIOUS AGENTS - SEE ATTACHMENT$20,734 · incl $861 fees
OPTAVISE, LLC$4,429 · incl $176 fees
WILLIS TOWERS WATSON INS SVCS WEST$1,929 · incl $1,929 fees
THE ORIENTATION COMPANY, INC$243
Also brokered by Wtw5
Champion, Inc MI$46,368,623
Vca Inc. CA$4,086,268

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 814107333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.