Plan Ledger DOL Form 5500 · updated monthly

The Kleinfelder Group, Inc.benefits

The Kleinfelder Group, Inc. Health and Welfare Plan · SAN DIEGO, CA · plan year 2025

Broker compensation reported · 2025
$309,935

The Kleinfelder Group, Inc.'s benefits plans covered 2,625 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $309,935 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $118 per covered person, below the median for employer plans that report broker pay. Broker pay rose 18% from $262,474 in 2024.

Insurance contracts · 20259
VISION SERVICE PLAN · visionpremiums n/a · 1,905 covered
ACI SPECIALTY BENEFITSpremiums n/a · 2,869 covered
AETNA INTERNATIONAL · health drugpremiums n/a · 25 covered
METLIFE LEGAL PLANSpremiums n/a · 544 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug dental visionpremiums n/a · 11 covered
CALVO'S SELECTCARE INSURANCE, INC. · health drug dental visionpremiums n/a · 14 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 3,536 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 1,079 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health hmopremiums n/a · 251 covered
Brokers & agents paid · 20255
PLANSOURCE BENEFIT ADMIN., INC.$2,546
IMG$599 · incl $599 fees
LOCKTON COMPANIES, LLC$306,709 · incl $4,868 fees
MARSH AND MCCLENNAN AGENCY, LLC$36
3 individual agents · names withheld$45

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 Plansource Benefit Admin., Inc.1

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 680053138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.