Plan Ledger DOL Form 5500 · updated monthly

Intellisurveybenefits

Intellisurvey Employee Benefits Plan · MISSION VIEJO, CA · plan year 2024

Broker compensation reported · 2024
$144,548

Intellisurvey's benefits plans covered 123 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $144,548 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,175 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 133% from $62,118 in 2023.

Insurance contracts · 20248
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 257 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 255 covered
STANDARD INSURANCE COMPANY · dentalpremiums n/a · 83 covered
STANDARD INSURANCE COMPANYpremiums n/a · 35 covered
STANDARD INSURANCE COMPANY · lifepremiums n/a · 96 covered
STANDARD INSURANCE COMPANY · ltdpremiums n/a · 96 covered
STANDARD INSURANCE COMPANY · stdpremiums n/a · 28 covered
STANDARD INSURANCE COMPANY · visionpremiums n/a · 68 covered
Brokers & agents paid · 20248
VENTURE PACIFIC INS SERVICES INC$14,525
EMERSON REID LLC$7,596 · incl $1,669 fees
ALKEME INSURANCE SERVICES INC$4,479
PAYLOCITY CORPORATION$302
28 INSURANCE AGENCY$4,211 · incl $978 fees
Also brokered by Amwins Connect Insurance Services5
Vuori, Inc. CA$133,516

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 330973672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.