Plan Ledger DOL Form 5500 · updated monthly

Lazy Dog Family, LLCbenefits

Lazy Dog Family, LLC Welfare Benefits Plan · NEWPORT BEACH, CA · plan year 2025

Previously filed as Lazy Dog Family LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$27,140

Lazy Dog Family, LLC's benefits plans covered 471 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $27,140 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $58 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 79% from $132,058 in 2024.

Insurance contracts · 20257
AETNA HEALTH, INC. · health drug hmopremiums n/a · 446 covered
AETNA LIFE INSURANCE CO. · health drug vision ppopremiums n/a · 374 covered
PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELDpremiums n/a · 171 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 469 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 173 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 12 covered
AETNA LIFE INSURANCE CO.premiums n/a · 313 covered
Brokers & agents paid · 20254
SYNERGY ENROLLMENT & BENEFITS LLC$7,208
IMA, INC.$17,828
LEIGH ANN GILMORE$2,067
Individual agent · names withheld$37

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 Synergy Enrollment & Benefits LLC3

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 922946410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.