Plan Ledger DOL Form 5500 · updated monthly

Pacific Union Companybenefits

Pacific Union Company Employee Benefit Plan · ST. HELENA, CA · plan year 2025

Broker compensation reported · 2025
$82,655

Pacific Union Company's benefits plans covered 133 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $82,655 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $621 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 19% from $69,431 in 2024.

Insurance contracts · 20254
AMERITAS LIFE INSURANCE CORP · dental visionpremiums n/a · 235 covered
KAISER FOUNDATION HEALTH PLAN, INC · healthpremiums n/a · 97 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life ltdpremiums n/a · 133 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 138 covered
Brokers & agents paid · 20251
EDGEWOOD PARTNERS INSURANCE CENTER$82,655 · incl $1,553 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 942321747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.