Plan Ledger DOL Form 5500 · updated monthly

Lance, Soll & Lunghard, LLPbenefits

Lance, Soll & Lunghard, LLP Employee Benefit Plan · BREA, CA · plan year 2025

Broker compensation reported · 2025
$76,946

Lance, Soll & Lunghard, LLP's benefits plans covered 190 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $76,946 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $405 per covered person, above the median for employer plans that report broker pay. Broker pay fell 50% from $155,091 in 2023.

Insurance contracts · 20254
BLUE SHIELD OF CALIFORNIA · health drugpremiums n/a · 92 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 55 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental vision ltd ppopremiums n/a · 190 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 23 covered
Brokers & agents paid · 20255
ADVANCED BENEFIT CENTER, INC.$56,325 · incl $2,821 fees
WORD & BROWN$14,433 · incl $10,672 fees
JB CREATIVE SOLUTIONS LLC$5,103 · incl $694 fees
MPART BENEFITS INC$4 · incl $2 fees
3 individual agents · names withheld$1,081

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.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 952700123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.