Plan Ledger DOL Form 5500 · updated monthly

The Annenberg Foundation Trust at Sunnylandsbenefits

The Annenberg Foundation Trust at Sunnylands Benefits Plan · RANCHO MIRAGE, CA · plan year 2025

Broker compensation reported · 2025
$29,120

The Annenberg Foundation Trust at Sunnylands's benefits plans covered 97 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $29,120 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $300 per covered person, above the median for employer plans that report broker pay. Broker pay fell 51% from $59,680 in 2024.

Insurance contracts · 20255
AETNA LIFE INSURANCE COMPANY · health dental ppopremiums n/a · 133 covered
VISION SERVICE PLAN · visionpremiums n/a · 65 covered
HEALTH ADVOCATE SOLUTIONS, INC.premiums n/a · 100 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 93 covered
AETNA HEALTH, INC. · health drug hmopremiums n/a · 70 covered
Brokers & agents paid · 20253
HUB INTERNATIONAL LIMITED$1,077 · incl $1,077 fees
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 256774871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.