Plan Ledger DOL Form 5500 · updated monthly

New Age Investments, Inc.benefits

New Age Investments, Inc. Welfare Benefits Plan · MONTCLAIR, CA · plan year 2023

Broker compensation reported · 2023
$158,954

New Age Investments, Inc.'s benefits plan covered 288 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $158,954 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $552 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 202310
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 31 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 288 covered
EYEMED VISION CARE · visionpremiums n/a · 268 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 61 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 32 covered
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. · dentalpremiums n/a · 60 covered
KAISER FOUNDATION HEALTH PLANS INC. · health drug hmopremiums n/a · 263 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 32 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 26 covered
UNITED CONCORDIA INSURANCE COMPANY · dentalpremiums n/a · 117 covered
Brokers & agents paid · 20231
MARSH & MCLENNAN AGENCY LLC$158,954 · incl $6,633 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$2,648,319

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 952668746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.