Plan Ledger DOL Form 5500 · updated monthly

Peterson Holding Co.benefits

Peterson Holding Company Health & Welfare Plan · SAN LEANDRO, CA · plan year 2025

Broker compensation reported · 2025
$18,463

Peterson Holding Co.'s benefits plans covered 1,601 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $27,818. Insurance brokers and agents were paid $18,463 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 66.4% of premiums. That is $12 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 77% from $78,627 in 2024.

Insurance contracts · 20257
WILLIAMETTE DENTAL INSURANCE, INC. · dental$28K · 210 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug hmopremiums n/a · 457 covered
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC · dental hmopremiums n/a · 74 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 1,601 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 294 covered
VISION SERVICE PLAN · visionpremiums n/a · 1,479 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 1,084 covered
Brokers & agents paid · 20251
EDGEWOOD PARTNERS INSURANCE CENTER$18,463 · incl $6,123 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 942420293 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.