Plan Ledger DOL Form 5500 · updated monthly

Northern California Congregational Retirement Homesbenefits

Carmel Valley Manor Welfare Benefit Plan · CARMEL, CA · plan year 2025

Broker compensation reported · 2025
$100,482

Northern California Congregational Retirement Homes's benefits plans covered 115 active participants in 2025, providing health · life · dental · vision · other. Insurance brokers and agents were paid $100,482 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $874 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 7.1% from $93,825 in 2024.

Insurance contracts · 20255
PREMIER ACCESS INSURANCE COMPANY · dentalpremiums n/a · 173 covered
VISION SERVICE PLAN · visionpremiums n/a · 98 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 23 covered
CALIFORNIA PHYSICIANS SERVICE · health drugpremiums n/a · 163 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 115 covered
Brokers & agents paid · 20252
WELDON G KERR$42,556 · incl $42,556 fees
ALLIANT INSURANCE SERVICES, INC.$57,926 · incl $45,941 fees
Also brokered by Weldon G Kerr1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 946050476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.