Plan Ledger DOL Form 5500 · updated monthly

Marshall B. Ketchum Universitybenefits

Marshall B. Ketchum University Welfare Benefits Plan · FULLERTON, CA · plan year 2024

Broker compensation reported · 2024
$135,792

Marshall B. Ketchum University's benefits plans covered 238 active participants in 2024, providing health · life · dental · long-term disability · death benefits · other. Insurance brokers and agents were paid $135,792 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $571 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 26% from $107,603 in 2023.

Insurance contracts · 20248
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 125 covered
CALIFORNIA PHYSICIANS SERVICE · health drugpremiums n/a · 126 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 245 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 238 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · ltdpremiums n/a · 14 covered
TRUSTMARK INSURANCE COMPANY · lifepremiums n/a · 4 covered
Brokers & agents paid · 20247
GALLAGHER BENEFIT SERVICES, INC.$130,628 · incl $68,070 fees
ANN MARIE LIOTTA$2,474 · incl $156 fees
MERCER H&B ADMIN, LLC$1,323 · incl $35 fees
INTEGRITY ASSET SERVICES, LLC$659
M FINANCIAL HOLDINGS, INC.$362 · incl $362 fees
LTCI PARTNERS$227
3 individual agents · names withheld$119

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 Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 951644593 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.