Plan Ledger DOL Form 5500 · updated monthly

Lereta, LLCbenefits

Lereta, LLC Employee Benefit Plan · POMONA, CA · plan year 2024

Broker compensation reported · 2024
$338,516

Lereta, LLC's benefits plans covered 580 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $338,516 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $584 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 6.8% from $363,059 in 2023.

Insurance contracts · 202413
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 618 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 152 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 106 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 108 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 574 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 574 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 312 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 311 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 3 covered
COMPSYCHpremiums n/a · 600 covered
CALIFORNIA PHYSICIANS' SERVICE · health drug hmo ppopremiums n/a · 660 covered
Brokers & agents paid · 20244
BOLTON & COMPANY$4,801
IMA, INC.$278,175 · incl $259,457 fees
BOLTON INSURANCE SERVICES LLC$54,907 · incl $925 fees
2 individual agents · names withheld$633

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 Bolton & Company5
Westfield, LLC CA$147,242

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 270800873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.