Plan Ledger DOL Form 5500 · updated monthly

Tom Bell Properties Inc.benefits

Tom Bell Properties Inc. Health and Welfare Plan · REDLANDS, CA · plan year 2023

Broker compensation reported · 2023
$155,730

Tom Bell Properties Inc.'s benefits plan covered 179 active participants in 2023, providing health · life · dental · vision · short-term disability · other. Insurance brokers and agents were paid $155,730 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $870 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20234
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · health dental vision hmo ppopremiums n/a · 325 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 22 covered
AFLAC · life stdpremiums n/a · 55 covered
AFLAC · life stdpremiums n/a · 37 covered
Brokers & agents paid · 202318
BARICH AND ASSOCIATES INSURANCE$86,679
AMWINS CONNECT INSURANCE SERVICES$37,748 · incl $37,748 fees
DEBRA J SUMPTER$11,355 · incl $111 fees
DARIN MICHAEL HANDLEY$2,239 · incl $1,173 fees
BARICH AND ASSOCIATES INSURANCE MAR$2,048
LORI LAINE$1,717 · incl $803 fees
DENISE LUERA$1,220 · incl $857 fees
LUIS PEREZ BENEFIT INSURANCE SOLUTI$1,207 · incl $282 fees
UZIEL RIVERA$1,132 · incl $240 fees
JANICE M ADAMSON$1,743 · incl $16 fees
JOSEPH HOFFMAN$1,007
VALERIE LOGAN$1,191 · incl $9 fees
CLIENT BENEFIT INSURANCE SERVICES I$347
TBURNETT INSURANCE$606
RNM SERVICES INC$197 · incl $137 fees
ALKEME INSURANCE SERVICES INC$86
BARRY MCPHERSON INC$2
44 individual agents · names withheld$5,206

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.

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 263102860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.