Plan Ledger DOL Form 5500 · updated monthly

Mission Bankbenefits

Mission Bank Health and Welfare Plan · BAKERSFIELD, CA · plan year 2025

Broker compensation reported · 2025
$83,881

Mission Bank's benefits plans covered 147 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $135,976. Insurance brokers and agents were paid $83,881 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 61.7% of premiums. That is $571 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 28% from $65,581 in 2024.

Insurance contracts · 20256
STANDARD INSURANCE COMPANY · dental vision$136K · 131 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 74 covered
AFLACpremiums n/a · 10 covered
BLUE CROSS OF CALIFORNIA · health drug ppopremiums n/a · 193 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 153 covered
Brokers & agents paid · 202512
TRUCORDIA INSURANCE SERVICES LLC$50,960
TRUCORDIA INSURANCE SERVICES$1,544
ANDREINI AND COMPANY$1,270
MARKHAM INSURANCE SERVICES, INC.$143
SOUZA INSURANCE SERVICES, INC.$136
THE ROBERT LYNN COMPANY, INC.$99
WALTER CLAPP INS AG, INC$70
HEALTHLAND INS SRVCS INC$38
24 individual agents · names withheld$1,484

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 Trucordia Insurance Services LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 770483168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.