Plan Ledger DOL Form 5500 · updated monthly

Independent Options, Inc.benefits

Independent Options Health and Welfare Plan · CORONA, CA · plan year 2024

Broker compensation reported · 2024
$104,278

Independent Options, Inc.'s benefits plans covered 152 active participants in 2024, providing health · life · dental · vision · death benefits · other. Insurance brokers and agents were paid $104,278 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $686 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 11% from $93,910 in 2023.

Insurance contracts · 20246
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 156 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 174 covered
ACI SPECIALTY BENEFITSpremiums n/a · 149 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 281 covered
Brokers & agents paid · 20241
LOCKTON COMPANIES, LLC$104,278 · incl $1,362 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 330048519 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.