Plan Ledger DOL Form 5500 · updated monthly

Jorgensen & Sons, Inc. Health & Welfare Planbenefits

Jorgensen & Sons, Inc. Health & Welfare Plan · FRESNO, CA · plan year 2024

Broker compensation reported · 2024
$17,143

Jorgensen & Sons, Inc. Health & Welfare Plan's benefits plans covered 151 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $17,143 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $114 per covered person, below the median for employer plans that report broker pay. Broker pay rose 88% from $9,126 in 2023.

Insurance contracts · 20244
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 151 covered
PREMIER ACCESS INSURANCE COMPANY · dentalpremiums n/a · 131 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 114 covered
EYEMED VISION CARE LLC · visionpremiums n/a · 139 covered
Brokers & agents paid · 20243
CORNERSTONE FINANCIAL GROUP$11,985 · incl $1,229 fees
UNITED SECURITY BANK$4,239
CORNERSTONE INSURANCE SERVICES$919
Also brokered by Cornerstone Financial Group1

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 941477041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.