Plan Ledger DOL Form 5500 · updated monthly

Montecito Retirement Associationbenefits

Casa Dorinda Health and Welfare Benefits Plan · SANTA BARBARA, CA · plan year 2024

Broker compensation reported · 2024
$62,717

Montecito Retirement Association's benefits plans covered 232 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $62,717 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $270 per covered person, above the median for employer plans that report broker pay. Broker pay fell 2.2% from $64,107 in 2023.

Insurance contracts · 20245
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 49 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 22 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 232 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · dentalpremiums n/a · 305 covered
AFLACpremiums n/a · 32 covered
Brokers & agents paid · 20248
LORI TAKEUCHI$4,109 · incl $314 fees
DIGITAL INSURANCE LLC$19,660 · incl $2,738 fees
ONEDIGITAL HEALTH AND BENEFITS$1,590 · incl $318 fees
CENTRO BENEFITS RESEARCH LLC$1,675 · incl $1,675 fees
WILLINGHAM INC$22
D BREDESON INSURANCE SERVICES INC$6
12 individual agents · names withheld$2,539

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 Digital Insurance, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 237425754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.