Plan Ledger DOL Form 5500 · updated monthly

Onelegacybenefits

Onelegacy Welfare Benefits Plan · AZUSA, CA · plan year 2024

Broker compensation reported · 2024
$237,374

Onelegacy's benefits plans covered 430 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $237,374 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. Broker pay rose 36% from $174,303 in 2023.

Insurance contracts · 20249
CALIFORNIA PHYSICIANS' SERVICE · health drug hmo ppopremiums n/a · 680 covered
DELTA DENTAL OF CALIFORNIA · dental ppopremiums n/a · 723 covered
EMPATHIA PACIFIC, INC.premiums n/a · 430 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 431 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 430 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 12 covered
VISION SERVICE PLAN · visionpremiums n/a · 375 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · ltdpremiums n/a · 8 covered
LLOYDS OF LONDON · ltdpremiums n/a · 2 covered
Brokers & agents paid · 20245
BOLTON INSURANCE SERVICES LLC$113,366 · incl $108,908 fees
IMA, INC.$78,806 · incl $57,586 fees
BOLTON & COMPANY$39,499 · incl $1,319 fees
WANGLIN, RONALD CHASE$4,324 · incl $250 fees
MERCER HEALTH & BENEFITS ADMIN, LLC$1,379 · incl $1,379 fees
Also brokered by Bolton Insurance Services LLC5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 953138799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.