Plan Ledger DOL Form 5500 · updated monthly

Watg Holdings, Inc.benefits

Wimberly Allison Tong & Goo Welfare Benefit Plan · TUSTIN, CA · plan year 2024

Broker compensation reported · 2024
$141,470

Watg Holdings, Inc.'s benefits plans covered 186 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $107,420. Insurance brokers and agents were paid $141,470 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 131.7% of premiums. That is $761 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 11% from $127,781 in 2023.

Insurance contracts · 20247
STANDARD INSURANCE COMPANY · life$59K · 186 covered
STANDARD INSURANCE COMPANY · ltd$49K · 186 covered
PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. · stdpremiums n/a · 13 covered
VISION SERVICE PLAN · visionpremiums n/a · 154 covered
GUARDIAN · dentalpremiums n/a · 163 covered
HAWAII MEDICAL SERVICE ASSOCIATION - HMSA · health drug dental vision ppopremiums n/a · 13 covered
UNITED HEALTHCARE INSURANCE COMPANY · health drug hmo ppopremiums n/a · 349 covered
Brokers & agents paid · 20242
RELATIONAL ADVISORS, LLC$140,755 · incl $1,319 fees
Also brokered by Relational Advisors, LLC5
Lpa, Inc. CA$237,401

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 204469303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.