Plan Ledger DOL Form 5500 · updated monthly

New Age Investment, Inc. Metro Nissan of Montclairbenefits

New Age Investments, Inc. Welfare Benefits Plan · MONTCLAIR, CA · plan year 2024

Broker compensation reported · 2024
$174,554

New Age Investment, Inc. Metro Nissan of Montclair's benefits plan covered 244 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $174,554 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $715 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20247
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · health dental vision hmo ppopremiums n/a · 309 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 47 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 33 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 57 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 45 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 62 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 37 covered
Brokers & agents paid · 202412
MARSH & MCLENNAN AGENCY LLC$102,215 · incl $2,683 fees
DENISE LUERA$38,707 · incl $23,004 fees
LUIS PEREZ BENEFIT INS SOLUTIONS$3,673 · incl $693 fees
ERIC ALEXANDER NOVOA$2,990 · incl $639 fees
MARTHA ANGELICA HILL ESTRADA$1,900 · incl $447 fees
LORI LAINE$12,945 · incl $7,531 fees
J&H FINANCIAL & INSURANCE SVC LLC$5,868 · incl $1,153 fees
UZIEL RIVERA$3,445 · incl $883 fees
LILIANA RIVERA$2,566 · incl $186 fees
CONSUMER DRIVEN BENEFITS LLC$52 · incl $34 fees
BENEFITTING YOU INC$1
5 individual agents · names withheld$192

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 Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 952668746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.