Plan Ledger DOL Form 5500 · updated monthly

The Whole Childbenefits

The Whole Child Health and Welfare Benefits Plan · WHITTIER, CA · plan year 2024

Broker compensation reported · 2024
$95,762

The Whole Child's benefits plans covered 180 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $95,762 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $532 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 62% from $254,635 in 2023.

Insurance contracts · 20244
BLUE CROSS OF CALIFORNIA · health drug hmo ppopremiums n/a · 177 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 3 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life ltd hmo ppopremiums n/a · 191 covered
AFLAC · life stdpremiums n/a · 27 covered
Brokers & agents paid · 202413
IMA, INC.$43,758 · incl $2,098 fees
WORD & BROWN INSURANCE ADMIN. INC.$19,689 · incl $19,689 fees
CYNTHIA LUQUIN$1,825 · incl $128 fees
DMJ INSURANCE SERVICES INC.$312
KD COUGHLIN AND ASSOC. INS. SVCS.$44
TABELLO INS. SERVICES INC.$29
L. SPALDING$22
BARRY MCPHERSON INC.$12
KATHY DUFFY INSURANCE SERVICES$8
25 individual agents · names withheld$1,169

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 Ima5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 952031148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.