Plan Ledger DOL Form 5500 · updated monthly

Jackson-Mitchell, Inc.benefits

Jackson-Mitchell, Inc. Welfare Benefit Plan · SEBASTOPOL, CA · plan year 2025

Broker compensation reported · 2025
$86,818

Jackson-Mitchell, Inc.'s benefits plans covered 104 active participants in 2025, providing health · life · dental · vision · long-term disability. Insurance brokers and agents were paid $86,818 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $835 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 0.8% from $86,139 in 2024.

Insurance contracts · 20255
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 229 covered
VISION SERVICE PLAN · visionpremiums n/a · 101 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 104 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 102 covered
CALIFORNIA PHYSICIANS SERVICE · health drugpremiums n/a · 13 covered
Brokers & agents paid · 20252
HEFFERNAN INSURANCE BROKERS$86,816 · incl $391 fees
Also brokered by Heffernan Insurance Brokers5
Acumen, LLC CA$270,269

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 950778060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.