Plan Ledger DOL Form 5500 · updated monthly

Nan McKay and Associates, Inc.benefits

Nan McKay and Associates Cafeteria Plan · EL CAJON, CA · plan year 2025

Broker compensation reported · 2025
$36,553

Nan McKay and Associates, Inc.'s benefits plans covered 627 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $36,553 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $58 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 83% from $217,991 in 2024.

Insurance contracts · 20252
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 572 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision hmo ppopremiums n/a · 331 covered
Brokers & agents paid · 20251
LOCKTON COMPANIES, LLC$36,553 · incl $4,224 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 411381008 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.