Plan Ledger DOL Form 5500 · updated monthly

Puritan Bakery, Inc.benefits

Puritan Bakery, Inc. Welfare Benefit Plan · CARSON, CA · plan year 2025

Broker compensation reported · 2025
$218,304

Puritan Bakery, Inc.'s benefits plans covered 400 active participants in 2025, providing health · life · vision. Insurance premiums totaled $11,299. Insurance brokers and agents were paid $218,304 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 1932.1% of premiums. That is $546 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 20% from $181,447 in 2024.

Insurance contracts · 20253
STANDARD INSURANCE COMPANY · life$11K · 133 covered
VISION SERVICE PLAN · visionpremiums n/a · 137 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 400 covered
Brokers & agents paid · 20251
HEFFERNAN INSURANCE BROKERS$218,304 · incl $99 fees
Also brokered by Heffernan Insurance Brokers5
Acumen, LLC CA$270,269

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 952138119 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.