Plan Ledger DOL Form 5500 · updated monthly

Planned Companies Holding, Inc.benefits

Planned Companies Holding, Inc., Employee Benefits Plan · PARSIPPANY, NJ · plan year 2025

Broker compensation reported · 2025
$44,929

Planned Companies Holding, Inc.'s benefits plans covered 323 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $44,929 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $139 per covered person, below the median for employer plans that report broker pay. Broker pay rose 109% from $21,477 in 2024.

Insurance contracts · 20255
PRINCIPAL LIFE INSURANCE COMPANY · life stdpremiums n/a · 24 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 344 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 323 covered
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 24 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 323 covered
Brokers & agents paid · 20255
CORPORATE SYNERGIES GROUP, INC.$23,024 · incl $3,917 fees
CORPORATE SYNERGIES$13,998 · incl $1,096 fees
CENTRO BENEFITS RESEARCH LLC$2,480 · incl $2,480 fees
CORPORATE SYNERGIES GROUP LLC$3,965 · incl $1,659 fees
THE L. WARNER COMPANIES INC.$1,462
Also brokered by Corporate Synergies Group, Inc.5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 371559272 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.