Lozano Smith, LLPbenefits
Lozano Smith, LLP Health and Welfare Plan · FRESNO, CA · plan year 2024
Broker compensation reported · 2024
$180,960
Lozano Smith, LLP's benefits plans covered 203 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $180,960 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $891 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 136% from $76,596 in 2023.
Insurance contracts · 20247
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a
CALIFORNIA PHYSICIANS SERVICE · health ppopremiums n/a · 199 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 64 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 27 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 203 covered
AMERITAS LIFE INSURANCE CORPORATION · visionpremiums n/a · 413 covered
Brokers & agents paid · 20242
THE BALDWIN GROUP WEST, LLC$21,733
BURNHAM BENEFITS INS SERVICES$159,227 · incl $137,093 fees
Also brokered by The Baldwin Group West, LLC5
Healthright 360 CA$392,995
Ardelyx, Inc. MA$322,451
Credit Union of Southern California CA$262,783
Opengov, Inc. CA$262,047
Western National Properties CA$243,290
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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 800874383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.