Plan Ledger DOL Form 5500 · updated monthly

Investment Concepts, Inc.benefits

Investment Concepts, Inc. Health and Welfare Plan · ORANGE, CA · plan year 2024

Broker compensation reported · 2024
$73,516

Investment Concepts, Inc.'s benefits plans covered 160 active participants in 2024, providing health · life · dental · vision · other. Insurance brokers and agents were paid $73,516 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $459 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 42% from $51,772 in 2023.

Insurance contracts · 20243
SUN LIFE ASSURANCE COMPANY OF CANADA · dental lifepremiums n/a · 84 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · health hmo ppopremiums n/a · 183 covered
VISION SERVICE PLAN · visionpremiums n/a · 135 covered
Brokers & agents paid · 20242
MCGRIFF INSURANCE SERVICES LLC$72,280 · incl $9,348 fees
Also brokered by McGriff5
El Camino Hospital CA$1,115,318

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 952579665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.