Plan Ledger DOL Form 5500 · updated monthly

Jones Covey Groupbenefits

Jones Covey Group Health and Welfare Plan · RANCHO CUCAMONGA, CA · plan year 2025

Broker compensation reported · 2025
$85,203

Jones Covey Group's benefits plans covered 226 active participants in 2025, providing health · life · dental · vision · other. Insurance brokers and agents were paid $85,203 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $377 per covered person, above the median for employer plans that report broker pay. Brokers were paid 3.4x the $25,111 reported for 2024.

Insurance contracts · 20253
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 378 covered
ANTHEM LIFE INSURANCE COMPANY · lifepremiums n/a · 226 covered
Brokers & agents paid · 20253
BROWN & BROWN INSURANCE SERVICES$7,056 · incl $370 fees
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 330972369 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.