Plan Ledger DOL Form 5500 · updated monthly

Sullivan Curtis Monroe Insurance Services, LLCbenefits

Sullivan Curtis Monroe Welfare Benefits Plan · IRVINE, CA · plan year 2024

Broker compensation reported · 2024
$15,348

Sullivan Curtis Monroe Insurance Services, LLC's benefits plans covered 145 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $15,348 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $106 per covered person, below the median for employer plans that report broker pay. Broker pay rose 7.9% from $14,230 in 2023.

Insurance contracts · 20249
VISION SERVICE PLAN · visionpremiums n/a · 127 covered
BLUE CROSS OF CALIFORNIA · health drug hmo ppopremiums n/a · 235 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 150 covered
METLIFE LEGAL PLANSpremiums n/a · 18 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental life ltdpremiums n/a · 145 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 18 covered
AFLAC · life stdpremiums n/a · 29 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 146 covered
Brokers & agents paid · 20245
VARIOUS - SEE ATTACHED$6,131 · incl $179 fees
REUBEN WARNER ASSOCIATES$1,138 · incl $1,138 fees
CHRISTA G. AUFDEMBERG INC$523
Individual agent · names withheld$24

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 Emerson Rogers, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 954076864 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.