Plan Ledger DOL Form 5500 · updated monthly

Hw Management Inc.benefits

Hw Management Wrap Benefit Plan · NEWPORT BEACH, CA · plan year 2025

Broker compensation reported · 2025
$47,466

Hw Management Inc.'s benefits plans covered 471 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $289,456. Insurance brokers and agents were paid $47,466 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 16.4% of premiums. That is $101 per covered person, below the median for employer plans that report broker pay. Broker pay rose 71% from $27,752 in 2024.

Insurance contracts · 202511
UNITED CONCORDIA INSURANCE COMPANY · dental$289K · 633 covered
VISION SERVICE PLAN · visionpremiums n/a · 301 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 470 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 180 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 470 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 470 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 75 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · health drugpremiums n/a · 4 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 38 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 23 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 70 covered
Brokers & agents paid · 20254
MERCER HEALTH AND BENEFITS, LLC$47,381 · incl $2,526 fees
KID INS BENEFITS, INC.$55
NORMAC SOLUTIONS INC$8
3 individual agents · names withheld$22

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.

Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 800956936 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.