Plan Ledger DOL Form 5500 · updated monthly

Lobel Financial Corporationbenefits

Lobel Financial Group Welfare Benefits Plan · ANAHEIM, CA · plan year 2024

Broker compensation reported · 2024
$133,559

Lobel Financial Corporation's benefits plans covered 187 active participants in 2024, providing health · life · dental · vision · other. Insurance brokers and agents were paid $133,559 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $714 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 17% from $114,137 in 2023.

Insurance contracts · 20245
UNITED CONCORDIA INSURANCE COMPANY · dentalpremiums n/a · 143 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 72 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 231 covered
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. · dentalpremiums n/a · 117 covered
BLUE CROSS OF CALIFORNIA · health hmo ppopremiums n/a · 174 covered
Brokers & agents paid · 20246
BB&T INSURANCE SERVICES INC$6,063 · incl $2,988 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 953470408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.