Plan Ledger DOL Form 5500 · updated monthly

Sierra Pacific Mortgagebenefits

Sierra Pacific Mortgage Health and Welfare Plan · FOLSOM, CA · plan year 2025

Broker compensation reported · 2025
$205,351

Sierra Pacific Mortgage's benefits plans covered 333 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $205,351 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $617 per covered person, in the top quarter of employer plans that report broker pay. Broker pay was essentially unchanged from 2024.

Insurance contracts · 20254
UNITEDHEALTHCARE INSURANCE COMPANY · health drug hmo ppopremiums n/a · 163 covered
LIFEWORKSpremiums n/a · 353 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 45 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 339 covered
Brokers & agents paid · 20253
HUB INTERNATIONAL INS SERVICES INC$116,440 · incl $18,970 fees
HUB INTERNATIONAL OF CA INS SERVICE$86,606 · incl $1,861 fees
PLANSOURCE BENEFIT ADMIN INC$2,305
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 680101170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.