Plan Ledger DOL Form 5500 · updated monthly

Shapell Investment Propertiesbenefits

Shapell Investment Properties Health and Welfare Plan · LOS ANGELES, CA · plan year 2025

Broker compensation reported · 2025
$202,887

Shapell Investment Properties's benefits plans covered 187 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $202,887 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,085 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 4.5% from $194,083 in 2024.

Insurance contracts · 202510
AETNA LIFE INSURANCE CO. · healthpremiums n/a · 93 covered
AETNA HEALTH, INC. · health hmopremiums n/a · 43 covered
UNITED CONCORDIA INSURANCE COMPANY · dentalpremiums n/a · 241 covered
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC · dentalpremiums n/a · 66 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 147 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 20 covered
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 187 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 152 covered
VISION SERVICE PLAN · visionpremiums n/a · 144 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 14 covered
Brokers & agents paid · 20252
EDGEWOOD PARTNERS INSURANCE CENTER$202,846 · incl $3,659 fees
IMG$41 · incl $41 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 800958642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.