Plan Ledger DOL Form 5500 · updated monthly

Rutan & Tucker, LLPbenefits

Rutan & Tucker, LLP Employee Benefits Plans · IRVINE, CA · plan year 2025

Broker compensation reported · 2025
$278,445

Rutan & Tucker, LLP's benefits plans covered 286 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $278,445 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $974 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 1.4% from $274,635 in 2024.

Insurance contracts · 20258
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 200 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 73 covered
CALIFORNIA PHYSICIANS SERVICE · health drug hmo ppopremiums n/a · 241 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 17 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 286 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 286 covered
THE GUARDIAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 259 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 287 covered
Brokers & agents paid · 20252
MARSH & MCLENNAN AGENCY LLC$271,364 · incl $211,517 fees
AGIS NETWORK INSURANCE SVCS$7,081
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 953519027 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.