Plan Ledger DOL Form 5500 · updated monthly

Lee & Associatesbenefits

Lee & Associates Wrap Plan · REDLANDS, CA · plan year 2025

Broker compensation reported · 2025
$201,258

Lee & Associates's benefits plans covered 175 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $201,258 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,150 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 61% from $125,340 in 2024.

Insurance contracts · 202510
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dental visionpremiums n/a · 245 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 64 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 124 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 22 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 26 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 56 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 56 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 29 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 37 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 53 covered
Brokers & agents paid · 20251
HIGGINBOTHAM INSURANCE AGENCY, INC$201,258 · incl $166,858 fees
Also brokered by Higginbotham Insurance Agency, Inc5
Barcel USA, LLC TX$209,461

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 464432979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.