Plan Ledger DOL Form 5500 · updated monthly

Robert Heely Construction LPbenefits

Robert Heely Construction LP Welfare Benefits Plan · BAKERSFIELD, CA · plan year 2023

Broker compensation reported · 2023
$64,675

Robert Heely Construction LP's benefits plan covered 125 active participants in 2023, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $64,675 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $517 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20234
UNITED HEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 42 covered
GUARDIAN · dental vision life ltdpremiums n/a · 125 covered
KAISER FOUNDATION HEALTH PLAN · healthpremiums n/a · 57 covered
COLONIAL LIFE & ACCIDENT COMPANYpremiums n/a · 47 covered
Brokers & agents paid · 202310
ACRISURE OF CALIFORNIA LLC$35,487 · incl $1,280 fees
DAVID O CHRISTENSEN$6,423 · incl $2,448 fees
C&B INSURANCE SERVICES INC$9,765
ACRISURE OF CALIFORNIA$4,153 · incl $111 fees
ANDREA MARIE TIERCE$1,811 · incl $595 fees
LUIS PEREZ BENEFIT$1,637 · incl $459 fees
LUIS RAFAEL VALLE$1,321 · incl $102 fees
INSURICA CA INSURANCE SERVICES$129
CONSUMER DRIVEN BENEFITS LLC$28 · incl $19 fees
13 individual agents · names withheld$3,921

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Acrisure5
Aecom CA$1,538,878

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 770669141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.