Plan Ledger DOL Form 5500 · updated monthly

Wilshire Advisors LLCbenefits

Wilshire Advisors LLC Flexible Benefits Plan · SANTA MONICA, CA · plan year 2025

Broker compensation reported · 2025
$239,631

Wilshire Advisors LLC's benefits plans covered 265 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $239,631 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $904 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 5.4% from $227,447 in 2024.

Insurance contracts · 20257
BLUE CROSS OF CALIFORNIA · health drug dental vision hmo ppopremiums n/a · 454 covered
UPMC HEALTH OPTIONS · health drugpremiums n/a · 59 covered
UPMC HEALTH OPTIONS · health drugpremiums n/a
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · std ltdpremiums n/a · 4 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 249 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 248 covered
Brokers & agents paid · 20255
IMA, INC.$234,652 · incl $13,443 fees
BOLTON & COMPANY$4,490
ALLIANT INSURANCE SERVICES INC.$299 · incl $193 fees
Individual agent · names withheld$184

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 Ima5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 952755361 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.