Plan Ledger DOL Form 5500 · updated monthly

The Retail Equation Inc.benefits

The Retail Equation Inc. dba Appriss Retail Health and Welfare Plan · IRVINE, CA · plan year 2025

Broker compensation reported · 2025
$23,219

The Retail Equation Inc.'s benefits plan covered 118 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $23,219 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $197 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20257
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 26 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 118 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 30 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 16 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dental visionpremiums n/a · 95 covered
Brokers & agents paid · 20254
ALIUM INSURANCE PARTNERS$3,991 · incl $709 fees
ALIUM INSURANCE PARTNERS, LLC$10,752 · incl $1,775 fees
Also brokered by Alium Insurance Partners4

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 330843994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.