Plan Ledger DOL Form 5500 · updated monthly

John Burns Research and Consulting, LLCbenefits

John Burns Research and Consulting LLC Health & Welfare Benefit Plan · IRVINE, CA · plan year 2025

Broker compensation reported · 2025
$92,741

John Burns Research and Consulting, LLC's benefits plans covered 144 active participants in 2025, providing health · life · dental · vision · short-term disability · death benefits · other. Insurance brokers and agents were paid $92,741 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $644 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 8.4% from $85,535 in 2024.

Insurance contracts · 20255
PRINCIPAL LIFE INSURANCE COMPANY · dental visionpremiums n/a · 176 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life stdpremiums n/a · 116 covered
BLUE CROSS OF CALIFORNIA · health drugpremiums n/a · 131 covered
CONTINENTAL AMERICAN INSURANCE COMPANY · dental stdpremiums n/a · 23 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 19 covered
Brokers & agents paid · 20257
ADVOCATE NAVA BENEFITS$70,466 · incl $12,340 fees
ADVOCATE, INC.$13,510
DENISE MARIE AVILA-WALKER$2,087
STEPHANIE ANN REYNOSO$1,361
C.A. TORRES INSURANCE SERVICES, LLC$483
2 individual agents · names withheld$1,036

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Advocate Nava Benefits5
Twic CA$76,404
Villagecare NY$72,243

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 010556156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.