Plan Ledger DOL Form 5500 · updated monthly

Lionakisbenefits

Lionakis Health & Welfare Plan · SACRAMENTO, CA · plan year 2025

Broker compensation reported · 2025
$119,157

Lionakis's benefits plans covered 215 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $119,157 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $554 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 3.1% from $122,975 in 2024.

Insurance contracts · 20257
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 173 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 79 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 446 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 215 covered
UNITED CONCORDIA INSURANCE COMPANY · dentalpremiums n/a · 341 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 174 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug hmopremiums n/a · 1 covered
Brokers & agents paid · 20254
M & O AGENCIES$75,182
M & O AGENCIES INC$31,145
THE MAHONEY GROUP$10,923 · incl $4,228 fees
M & O AGENGIES, INC$1,907
Also brokered by M & O Agencies2
Servbank, Sb IL$33,508

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 680397596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.