Plan Ledger DOL Form 5500 · updated monthly

The Gersh Agency, Incbenefits

The Gersh Agency Health and Welfare Plan · BEVERLY HILLS, CA · plan year 2025

Previously filed as The Gersh Agency, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$260,371

The Gersh Agency, Inc's benefits plans covered 286 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $260,371 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $910 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 6.6% from $278,915 in 2024.

Insurance contracts · 20253
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dental visionpremiums n/a · 217 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 25 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 286 covered
Brokers & agents paid · 20256
ALERA GROUP, INC$162,885 · incl $4,811 fees
BRIO BENEFIT CONSULTING INC$64,116
ALERA GROUP INC DBA BRIO$23,739
PROFESSIONAL GROUP PLANS INC$2,847 · incl $2,847 fees
PATRIOT GROWTH INS SVCS LLC$2,148 · incl $2,148 fees
Also brokered by Alera Group, Inc5
McKissock LLC MO$34,488

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 951656028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.