Plan Ledger DOL Form 5500 · updated monthly

Investment Property Groupbenefits

Investment Property Group Health and Welfare Plan · IRVINE, CA · plan year 2024

Broker compensation reported · 2024
$15,492

Investment Property Group's benefits plans covered 264 active participants in 2024, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $15,492 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $59 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 29% from $11,979 in 2023.

Insurance contracts · 20243
HAWAII MEDICAL SERVICE ASSOCIATION · health drugpremiums n/a · 3 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 264 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 264 covered
Brokers & agents paid · 20242
TRUEBENEFITS, LLC$13,393
ALERA GROUP$2,099
Also brokered by Truebenefits, LLC3

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 202352654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.