Plan Ledger DOL Form 5500 · updated monthly

Upm, Inc.benefits

Upm, Inc. Welfare Benefits Plan · BALDWIN PARK, CA · plan year 2024

Broker compensation reported · 2024
$21,886

Upm, Inc.'s benefits plans covered 153 active participants in 2024, providing health · life · dental · vision. Insurance brokers and agents were paid $21,886 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $143 per covered person, below the median for employer plans that report broker pay. Broker pay fell 0.6% from $22,011 in 2023.

Insurance contracts · 20245
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 38 covered
WESTERN DENTAL SERVICES, INC. · dentalpremiums n/a · 33 covered
HUMANA, INC. · visionpremiums n/a · 52 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 153 covered
HEALTH NET · health drug hmo ppopremiums n/a · 35 covered
Brokers & agents paid · 20243
TAPERT INSURANCE AGENCY$16,521
BENEFITS AMERICA INSURANCE SERVICES$4,971 · incl $1,072 fees
BENEFITS EXCHANGE ALLIANCE$394
Also brokered by Tapert Insurance Agency5
Villa Esperanza CA$37,455
Youbar Inc. CA$23,277

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 952623231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.