Plan Ledger DOL Form 5500 · updated monthly

Rancho Valencia Resort Partners, LLCbenefits

Rancho Valencia Resort Partners, LLC · RANCHO SANTA FE, CA · plan year 2024

Broker compensation reported · 2024
$122,435

Rancho Valencia Resort Partners, LLC's benefits plans covered 298 active participants in 2024, providing health · life · dental · vision · long-term disability. Insurance brokers and agents were paid $122,435 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $411 per covered person, above the median for employer plans that report broker pay. Broker pay rose 8.6% from $112,727 in 2023.

Insurance contracts · 20245
ANTHEM LIFE INSURANCE COMPANY · ltdpremiums n/a · 281 covered
PRINCIPAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 11 covered
BLUE CROSS OF CALIFORNIA · health drug dental vision hmo ppopremiums n/a · 190 covered
MEDIEXCEL HEALTH PLAN · health hmopremiums n/a · 26 covered
ANTHEM LIFE INSURANCE COMPANY · lifepremiums n/a · 298 covered
Brokers & agents paid · 20243
BROOKS JUCHA & ASSOCIATES$120,259 · incl $268 fees
CENTERSTONE INSURANCE$1,134 · incl $1,134 fees
Also brokered by Brooks Jucha & Associates5
The Webb Schools CA$708,642
Inovio CA$40,264

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 272180344 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.