Plan Ledger DOL Form 5500 · updated monthly

Shield Healthcarebenefits

Shield Healthcare Welfare Benefit Plan · VALENCIA, CA · plan year 2024

Broker compensation reported · 2024
$128,954

Shield Healthcare's benefits plans covered 396 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $128,954 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $326 per covered person, above the median for employer plans that report broker pay. Brokers were paid 3.5x the $36,340 reported for 2023.

Insurance contracts · 20249
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 396 covered
UNITED CONCORDIA INSURANCE COMPANY · dentalpremiums n/a · 534 covered
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC · dentalpremiums n/a · 140 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 567 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 46 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 396 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 396 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 396 covered
UNITEDHEALTHCARE INSURANCE COMPANY · visionpremiums n/a · 252 covered
Brokers & agents paid · 20241
EDGEWOOD PARTNERS INSURANCE CENTER$128,954 · incl $3,419 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 951940459 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.