Plan Ledger DOL Form 5500 · updated monthly

Van de Pol Enterprisesbenefits

Van de Pol Enterprises Health and Welfare Plan · STOCKTON, CA · plan year 2024

Broker compensation reported · 2024
$423,245

Van de Pol Enterprises's benefits plans covered 489 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $423,245 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $866 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 37% from $309,874 in 2023.

Insurance contracts · 202412
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 323 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 252 covered
FIDELITY SECURITY LIFEpremiums n/a · 323 covered
FIDELITY SECURITY LIFEpremiums n/a · 60 covered
BLUE CROSS OF CALIFORNIA · health drug dental vision ppopremiums n/a · 792 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 437 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 489 covered
Brokers & agents paid · 202412
USI INSURANCE SERVICES NORTHWEST$10,091 · incl $22 fees
USI INSURANCE SERVICES LLC$269,710 · incl $31,104 fees
BRITTANY LLOYD$8,915 · incl $2,086 fees
PAUL SACHS$125,517
SALVADOR HEREDIA$1,237 · incl $37 fees
STEPHANIE NOELLE KUGLER$2,752 · incl $340 fees
CASEY JAMES KUGLER$1,964 · incl $1,084 fees
BRIAN ROBERT LLOYD$1,942 · incl $929 fees
CHIMIENTI & ASSOCIATES INSURANCE$348
JENNIFER RAMIREZ AND OTHER AGENTS$101
PAMELA KAY LONG AND VARIOUS AGENTS$388 · incl $131 fees
3 individual agents · names withheld$280

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.

Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 942428381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.