Plan Ledger DOL Form 5500 · updated monthly

TRACE3, LLCbenefits

TRACE3, LLC Health and Welfare Plan · IRVINE, CA · plan year 2024

Broker compensation reported · 2024
$229,013

TRACE3, LLC's benefits plans covered 1,209 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $229,013 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $189 per covered person, above the median for employer plans that report broker pay. Broker pay fell 15% from $268,586 in 2023.

Insurance contracts · 20248
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 469 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 1,209 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 1,275 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 1,275 covered
KAISER FOUNDATION HEALTH PLAN INC. · health hmopremiums n/a · 37 covered
KAISER FOUNDATION HEALTH PLAN INC. · health hmopremiums n/a · 68 covered
Brokers & agents paid · 20241
MARSH & MCLENNAN AGENCY LLC$229,013 · incl $34,970 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 954876514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.