Plan Ledger DOL Form 5500 · updated monthly

Whittier Holdings, Inc.benefits

Whittier Holdings, Inc. Health and Welfare Plan · PASADENA, CA · plan year 2025

Broker compensation reported · 2025
$85,230

Whittier Holdings, Inc.'s benefits plans covered 288 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $171,422. Insurance brokers and agents were paid $85,230 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 49.7% of premiums. That is $296 per covered person, above the median for employer plans that report broker pay. Broker pay rose 39% from $61,349 in 2024.

Insurance contracts · 20255
STANDARD INSURANCE COMPANY · life ltd$171K · 288 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 578 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 73 covered
VISION SERVICE PLAN · visionpremiums n/a · 251 covered
TRUSTMARK INSURANCE COMPANY · lifepremiums n/a · 36 covered
Brokers & agents paid · 20256
NWB HOME OFFICE$23,534
ADVOCATE, INC.$26,168
ADVOCATE NAVA BENEFITS$16,785
EXECUTIVE FINANCIAL BENE-FACTS, INC$8,648
NAVA BENEFITS$8,495
Also brokered by Nwb Home Office1
Oprona, Inc. TX$15,476

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 880328494 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.