Plan Ledger DOL Form 5500 · updated monthly

Toward Maximum Independencebenefits

Toward Maximum Independence Welfare Benefits Plan · SAN DIEGO, CA · plan year 2025

Broker compensation reported · 2025
$90,612

Toward Maximum Independence's benefits plans covered 361 active participants in 2025, providing health · life · dental · long-term disability · death benefits · other. Insurance brokers and agents were paid $90,612 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $251 per covered person, above the median for employer plans that report broker pay. Broker pay rose 11% from $81,512 in 2024.

Insurance contracts · 20258
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · dentalpremiums n/a · 188 covered
BLUE CROSS OF CALIFORNIA · health drug hmo ppopremiums n/a · 157 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 359 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 51 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 55 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 357 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 99 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 21 covered
Brokers & agents paid · 20251
MARSH & MCLENNAN AGENCY LLC$90,612 · incl $5,569 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 330185759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.