Plan Ledger DOL Form 5500 · updated monthly

Northern California Retired Officers Communitybenefits

Paradise Valley Estates Life Plan · FAIRFIELD, CA · plan year 2024

Broker compensation reported · 2024
$92,374

Northern California Retired Officers Community's benefits plans covered 372 active participants in 2024, providing health · life · short-term disability · death benefits · other. Insurance brokers and agents were paid $92,374 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $248 per covered person, above the median for employer plans that report broker pay. Broker pay rose 4.1% from $88,699 in 2023.

Insurance contracts · 20245
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 122 covered
WESTERN HEALTH ADVANTAGE · health drug hmopremiums n/a · 27 covered
SUTTER HEALTH PLAN · health drug hmopremiums n/a · 45 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · health life stdpremiums n/a · 50 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 252 covered
Brokers & agents paid · 20248
USI INSURANCE SERVICES LLC$36,417 · incl $895 fees
DIGITAL INSURANCE, LLC$4,156 · incl $73 fees
PAMELA KAY LONG$1,565 · incl $96 fees
ONE SOURCE ADVISORS, LLC$1,362
ONESOURCE INSURANCE SERVICES, INC.$56
EMPLOYERS SELECT INS. SVS. & AGENTS$33
2 individual agents · names withheld$366

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 Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 680317185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.