Plan Ledger DOL Form 5500 · updated monthly

Koeller, Nebeker, Carlson & Haluck LLP Health & Welfare Planbenefits

Koeller, Nebeker, Carlson & Haluck LLP Health & Welfare Plan · IRVINE, CA · plan year 2024

Broker compensation reported · 2024
$132,258

Koeller, Nebeker, Carlson & Haluck LLP Health & Welfare Plan's benefits plans covered 113 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $132,258 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,170 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 7.2% from $142,567 in 2023.

Insurance contracts · 20245
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 113 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 113 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 113 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 268 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 113 covered
Brokers & agents paid · 20246
EMERSON ROGERS LLC CALIFORNIA$17,468
ROGERS BENEFITS GROUP INC - CA$7,469
Also brokered by Acrisure5
Acrisure LLC MI$829,246

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 330203014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.