Plan Ledger DOL Form 5500 · updated monthly

Roessler-Chadwick Foundationbenefits

Roessler Chadwick Foundation Wrap Benefit Plan · PALOS VERDES PENINSULA, CA · plan year 2025

Broker compensation reported · 2025
$170,542

Roessler-Chadwick Foundation's benefits plans covered 180 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $170,542 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $947 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 13% from $151,043 in 2024.

Insurance contracts · 20258
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 187 covered
DELTA DENTAL OF CALIFORNIA · dental hmopremiums n/a · 45 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 187 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 187 covered
CALIFORNIA PHYSICIANS' SERVICE · health drug hmo ppopremiums n/a · 338 covered
EYEMED VISION CARE · visionpremiums n/a · 388 covered
DELTA DENTAL OF CALIFORNIA · dental ppopremiums n/a · 341 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 187 covered
Brokers & agents paid · 20254
GALLAGHER BENEFIT SERVICES, INC.$98,748 · incl $89,952 fees
WARNER PACIFIC INSURANCE SERVICES$57,163 · incl $57,163 fees
GALLAGHER BENEFIT SERVICES INC$11,639 · incl $885 fees
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 950615438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.