Plan Ledger DOL Form 5500 · updated monthly

Valley Mountain Regional Centerbenefits

Valley Mountain Regional Center Health and Welfare Plan · STOCKTON, CA · plan year 2025

Broker compensation reported · 2025
$94,182

Valley Mountain Regional Center's benefits plans covered 596 active participants in 2025, providing health · life · dental · vision · other. Insurance premiums totaled $631,928. Insurance brokers and agents were paid $94,182 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 14.9% of premiums. That is $158 per covered person, below the median for employer plans that report broker pay. Broker pay rose 27% from $73,997 in 2024.

Insurance contracts · 20257
UNITED CONCORDIA INSURANCE COMPANY · dental$570K · 1,282 covered
VISION SERVICE PLAN · vision$62K · 568 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 596 covered
ANTHEM BLUE CROSS · health drug hmo ppopremiums n/a · 304 covered
KAISER FOUNDATION HEALTH PLANS INC. · health drug hmopremiums n/a · 596 covered
BLUE SHIELD OF CALIFORNIA · health drug hmopremiums n/a · 310 covered
UNITEDHEALTHCARE · health drug hmo ppopremiums n/a · 48 covered
Brokers & agents paid · 20255
M & O AGENCIES, INC.$61,842
M & O AGENCIES INC$29,043
M & O AGENCIES, INC$2,540
IMG$132 · incl $132 fees
Also brokered by M & O Agencies, Inc.4
Lincoln CA$73,444
Edkey, Inc. AZ$3,314

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 942251069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.