Plan Ledger DOL Form 5500 · updated monthly

Lord & Sons, Inc.benefits

Lord & Sons Welfare Benefits Plan · SAN JOSE, CA · plan year 2024

Broker compensation reported · 2024
$80,777

Lord & Sons, Inc.'s benefits plans covered 253 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $80,777 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $319 per covered person, above the median for employer plans that report broker pay. Broker pay rose 13% from $71,385 in 2023.

Insurance contracts · 20243
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 287 covered
METROPOLITAN LIFE INSURANCE COMPANY · vision life std ltdpremiums n/a · 264 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 78 covered
Brokers & agents paid · 20245
BOON CHAPMAN BENEFIT ADMINISTRATORS$24,392 · incl $5,026 fees
LIBERTY COMPANY INSURANCE BROKERS$54,132
GIS BENEFITS, INC.$1,321 · incl $1,321 fees
BENEFITS AMERICA INS SERVICES, LLC$907 · incl $907 fees
ALERA GROUP, INC.$25 · incl $25 fees
Also brokered by Boon Chapman Benefit Administrators5
Indyne Inc MD$1,474,140
Constellis, LLC VA$426,548

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 941751726 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.