Plan Ledger DOL Form 5500 · updated monthly

Jonestrading Institutional Services LLCbenefits

The Jonestrading Employee Benefit Plan · THOUSAND OAKS, CA · plan year 2025

Broker compensation reported · 2025
$161,743

Jonestrading Institutional Services LLC's benefits plans covered 140 active participants in 2025, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $161,743 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,155 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 6.8% from $151,513 in 2024.

Insurance contracts · 20252
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dental visionpremiums n/a · 140 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 140 covered
Brokers & agents paid · 20251
USI INSURANCE SERVICES LLC$161,743 · incl $2,895 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 510484896 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.