Plan Ledger DOL Form 5500 · updated monthly

Partnerships to Uplift Communities Lakeview Terracebenefits

Partnerships to Uplift Communities Lakeview Terrace Health and Welfare Benefits · BURBANK, CA · plan year 2024

Broker compensation reported · 2024
$410,801

Partnerships to Uplift Communities Lakeview Terrace's benefits plans covered 680 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $410,801 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $604 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 21% from $338,158 in 2023.

Insurance contracts · 202411
KAISER FOUNDATION HEALTH PLAN INC. · health hmopremiums n/a · 460 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 986 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health dental hmopremiums n/a · 555 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 151 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 224 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 680 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 1,102 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 62 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 89 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 796 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 72 covered
Brokers & agents paid · 20245
DANONE SIMPSON INSURANCE SERVICES$232,591 · incl $961 fees
DANONE SIMPSON INSURANCE SERVICES,$136,180
DANONE SIMPSON INS. SVCS.$7,102
DANONE SIMPSON INS SERVICES LLC$31,603 · incl $6,957 fees
DANONE SIMPSON INSURANCE SVCS. LLC$3,325 · incl $752 fees
Also brokered by Danone Simpson Insurance Services5
Amawaterways LLC CA$113,417

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 743102820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.