Plan Ledger DOL Form 5500 · updated monthly

J.D. Powerbenefits

J.D. Power Health and Welfare Plan · WESTLAKE VILLAGE, CA · plan year 2025

Broker compensation reported · 2025
$24,934

J.D. Power's benefits plans covered 922 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $158,764. Insurance brokers and agents were paid $24,934 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 15.7% of premiums. That is $27 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 19% from $21,035 in 2024.

Insurance contracts · 202510
VISION SERVICE PLAN · vision$159K · 650 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 94 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 154 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 1,172 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 90 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 94 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 1,172 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 930 covered
AETNA LIFE INSURANCE COMPANY · dentalpremiums n/a · 153 covered
Brokers & agents paid · 20255
MERCER HEALTH & BENEFITS$23,089 · incl $533 fees
MERCER HEALTH & BENEFITS, LLC$1,420 · incl $274 fees
MERCER HEALTH & BENEFITS LLC$251 · incl $251 fees
MERCER (US) INC$67 · incl $67 fees
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 952572471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.