Plan Ledger DOL Form 5500 · updated monthly

Pts Advancebenefits

Pts Advance Health & Welfare Plan · TUSTIN, CA · plan year 2025

Broker compensation reported · 2025
$24,043

Pts Advance's benefits plan covered 773 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $135,578. Insurance brokers and agents were paid $24,043 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 17.7% of premiums. That is $31 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20257
STANDARD INSURANCE COMPANY · life$55K · 680 covered
STANDARD INSURANCE COMPANY · std$42K · 149 covered
STANDARD INSURANCE COMPANY · ltd$39K · 184 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · dental visionpremiums n/a · 742 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 27 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 43 covered
BLUE CROSS OF CALIFORNIA · health hmo ppopremiums n/a · 646 covered
Brokers & agents paid · 20251
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 330658910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.