Plan Ledger DOL Form 5500 · updated monthly

Heritage Medical Systemsbenefits

Heritage Medical Systems Welfare Benefit Plan · LANCASTER, CA · plan year 2024

Broker compensation reported · 2024
$830,732

Heritage Medical Systems's benefits plans covered 4,627 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $830,732 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $180 per covered person, below the median for employer plans that report broker pay. Broker pay rose 27% from $655,216 in 2023.

Insurance contracts · 202417
AFLACpremiums n/a · 1 covered
AFLAC · dental stdpremiums n/a · 27 covered
AFLAC · stdpremiums n/a · 1 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 3,899 covered
AFLAC · stdpremiums n/a · 10 covered
AFLAC · stdpremiums n/a · 9 covered
AFLAC · dental life stdpremiums n/a · 24 covered
AFLAC · dental life stdpremiums n/a · 65 covered
AFLAC · stdpremiums n/a · 4 covered
AFLAC · dental stdpremiums n/a · 2 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug std hmo ppopremiums n/a · 137 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 4,627 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dentalpremiums n/a · 296 covered
Brokers & agents paid · 202422
ISLAND GROUP PLANS, INC.$114,721 · incl $106,116 fees
ATLANTIC GROUP PLANS, LLC$110,845 · incl $106,116 fees
FINANCIAL LIBERTY GROUP$85,260 · incl $85,260 fees
BLACK GOULD AND ASSOCIATES, INC.$60,685 · incl $33,842 fees
GALLAGHER BENEFIT SERVICES, INC.$441,264 · incl $41,280 fees
JOHN J MACIAS JR AND VARIOUS AGENTS$2,497 · incl $21 fees
KIRSTEN E. WALSH$2,464
CHRISTINE WALSH$1,029
JACQUES P. DAVID CORPORATION$466
STEPHEN RALSTON AND VARIOUS AGENTS$428 · incl $26 fees
MONUMENT COMMERICAL INS. SVCS, INC.$391
NANETTE STARK AND VARIOUS AGENTS$253
VIVIAN I LOTTS AND VARIOUS AGENTS$213
JOANNA FERGUSON AND VARIOUS AGENTS$172
SHARON M COCHRAN AND VARIOUS AGENTS$112
KATHLEEN RENDON AND VARIOUS AGENTS$89
OMEGA FINANCIAL AND INS. SOLUTIONS$20
ELIZABETH ANN SELLARS$3,045 · incl $51 fees
CRTX2, LLC$8
MARKHAM INSURANCE SERVICES, INC.$3,468 · incl $51 fees
TERRANCE LUCZAJ AND VARIOUS AGENTS$2
24 individual agents · names withheld$3,300

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 953930862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.