Plan Ledger DOL Form 5500 · updated monthly

Mission Bell Holdings, Inc.benefits

Mission Bell Holdings, Inc Health and Welfare Plan · MORGAN HILL, CA · plan year 2025

Broker compensation reported · 2025
$101,860

Mission Bell Holdings, Inc.'s benefits plans covered 96 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $101,860 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,061 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 1.5% from $103,422 in 2024.

Insurance contracts · 20254
COMMUNITY INSURANCE COMPANY · health drugpremiums n/a · 120 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 81 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 100 covered
Brokers & agents paid · 20255
JAMES B. OSWALD COMPANY$100,123 · incl $11,843 fees
BRITTANY LIOYD$1,055 · incl $418 fees
W F HILL AND ASSOCIATES, INC.$56 · incl $7 fees
3 individual agents · names withheld$576

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 James B. Oswald Company5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 941555914 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.