Plan Ledger DOL Form 5500 · updated monthly

The Shield Companies, LLCbenefits

The Shield Companies Welfare Plan · GILBERT, AZ · plan year 2025

Broker compensation reported · 2025
$566,410

The Shield Companies, LLC's benefits plans covered 795 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $6,058,711. Insurance brokers and agents were paid $566,410 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 9.3% of premiums. That is $712 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 52% from $373,534 in 2024.

Insurance contracts · 20253
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dental vision$6.1M · 2,009 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 30 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 795 covered
Brokers & agents paid · 20252
GBS ARIZONA, INC.$553,971 · incl $89,085 fees
LEAVITT GROUP$12,439 · incl $12,439 fees
Also brokered by Gbs Arizona, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 863525958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.