Plan Ledger DOL Form 5500 · updated monthly

Roger Cleveland Golf Co., Inc.benefits

Roger Cleveland Golf Co., Inc. Benefit Plan · HUNTINGTON BEACH, CA · plan year 2024

Broker compensation reported · 2024
$379,363

Roger Cleveland Golf Co., Inc.'s benefits plans covered 451 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $379,363 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $841 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 7.5% from $352,928 in 2023.

Insurance contracts · 20246
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 220 covered
THE PAUL REVERE LIFE INSURANCE COMPANY · health drugpremiums n/a · 8 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 528 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 451 covered
AETNA LIFE INSURANCE COMPANY · dental visionpremiums n/a · 774 covered
NIPPON LIFE INSURANCE COMPANY OF AMERICA · health drugpremiums n/a · 622 covered
Brokers & agents paid · 202410
ORION RISK MANAGEMENT$257,812
BENEFITS AMERICA INS. SRVCS, LLC$46,662 · incl $2,246 fees
BENEFITS AMERICA INS. SERVICES$44,001 · incl $14,846 fees
BENEFITS AMERICA INSURANCE SERVICES$14,825
MCCAREY, INC.$5,916 · incl $277 fees
DANA MARIE MOWATT$3,112 · incl $577 fees
RONNY ANN WARNER$2,444 · incl $330 fees
MARIA VERONICA JARQUE & OTHERS$2,284 · incl $52 fees
KRISTIN LEASE$1,680 · incl $1,166 fees
2 individual agents · names withheld$627

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 Orion Risk Management5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 953838879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.