Plan Ledger DOL Form 5500 · updated monthly

Vintage Associates, Inc. dba Vintage Landscapebenefits

Vintage Associates Health and Welfare Benefit Plan · BERMUDA DUNES, CA · plan year 2024

Broker compensation reported · 2024
$116,073

Vintage Associates, Inc. dba Vintage Landscape's benefits plan covered 110 active participants in 2024, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $116,073 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,055 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20247
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 23 covered
PREMIER ACCESS INSURANCE COMPANY · dental ppopremiums n/a · 34 covered
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION · dental hmopremiums n/a · 10 covered
TRANSWESTERN INSURANCE · lifepremiums n/a · 110 covered
VISION SERVICE PLAN · visionpremiums n/a · 15 covered
CALIFORNIA PHYSICIANS' SERVICES · health drugpremiums n/a · 29 covered
Brokers & agents paid · 202415
SMITH BOMAN & ASSOCIATES$32,398
JENNIFER AURORA RAMIREZ$13,099 · incl $3,838 fees
IMA, INC.$22,074 · incl $1,392 fees
MICHAEL F. FAHEY III$4,849 · incl $1,850 fees
UZIEL RIVERA$4,142 · incl $820 fees
ERIC ALEXANDER NOVOA$2,924 · incl $601 fees
AMWINS CONNECT INSURANCE$2,522
LUIS RAFAEL VALLE$2,217 · incl $179 fees
KRISTIN LEASE$1,913 · incl $1,263 fees
LILIANA RIVERA$1,008 · incl $81 fees
JB CREATIVE SOLUTIONS LLC$647 · incl $11 fees
LISI LLC DBA AMWINS CONNECT$153 · incl $34 fees
2 individual agents · names withheld$2

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 Smith Boman & Associates4
Sarah Farms CA$1,343

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 330499024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.