Plan Ledger DOL Form 5500 · updated monthly

The Residentialist Groupbenefits

The Residentialist Group Employee Benefits Plan · LONG BEACH, CA · plan year 2025

Broker compensation reported · 2025
$104,074

The Residentialist Group's benefits plans covered 123 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $104,074 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $846 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 15% from $90,511 in 2024.

Insurance contracts · 20256
AETNA · health drug hmo ppopremiums n/a · 108 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · dental visionpremiums n/a · 89 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental hmopremiums n/a · 30 covered
AETNA - RESOURCES FOR LIVINGpremiums n/a · 70 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 65 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 123 covered
Brokers & agents paid · 20255
VITA INSURANCE ASSOCIATES, INC.$76,480
WORD & BROWN INSURANCE ADMIN, INC.$14,096
GIS BENEFITS, INC.$7,146 · incl $459 fees
BOON-CHAPMAN BENEFIT ADMINISTRATORS$6,218 · incl $6,218 fees
BALDWIN GROUP WEST, LLC$134 · incl $134 fees
Also brokered by Vita Insurance Associates, Inc.5
Psiquantum CA$386,993

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 330969912 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.