Plan Ledger DOL Form 5500 · updated monthly

Keystone Pacific Property Management LLCbenefits

Keystone Pacific Property Management LLC Welfare Benefits Plan · IRVINE, CA · plan year 2024

Broker compensation reported · 2024
$191,804

Keystone Pacific Property Management LLC's benefits plans covered 402 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $191,804 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $477 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 79% from $106,939 in 2023.

Insurance contracts · 202410
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 187 covered
SELECT HEALTH · health ppopremiums n/a · 22 covered
PRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELDpremiums n/a · 40 covered
BLUE SHIELD OF CALIFORNIA · health drug dental vision hmo ppopremiums n/a · 271 covered
AFLACpremiums n/a · 8 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health ppopremiums n/a · 30 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 2 covered
BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY · lifepremiums n/a · 385 covered
AFLAC · dental life stdpremiums n/a · 2 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health hmopremiums n/a · 56 covered
Brokers & agents paid · 20249
HEFFERNAN INSURANCE BROKERS$188,359 · incl $124,529 fees
THE AGURS GROUP, INC.$796
SUSAN BANKS & OTHERS$293
THOMPSON & ASSOCIATES INS., INC.$168
JB CREATIVE SOLUTIONS, LLC$24
FINANCIAL MANAGEMENT NETWORK, INC.$7
15 individual agents · names withheld$1,751

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 Heffernan Insurance Brokers5
Amity Foundation CA$734,815
The New Iem, LLC CA$723,609
Acumen, LLC CA$333,445

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 814443112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.