Plan Ledger DOL Form 5500 · updated monthly

Word & Brown Insurance Administrators, Incbenefits

Word & Brown Insurance Administrators, Inc Health and Welfare Plan · ORANGE, CA · plan year 2025

Broker compensation reported · 2025
$728,873

Word & Brown Insurance Administrators, Inc's benefits plans covered 516 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $728,873 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,413 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 9.3% from $666,780 in 2024.

Insurance contracts · 202517
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 87 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental life ppopremiums n/a · 621 covered
PRINCIPAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 572 covered
HOLMAN FAMILY COUNSELING, INC.premiums n/a · 587 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 78 covered
AFLAC · stdpremiums n/a · 39 covered
ANTHEM BLUE CROSS · healthpremiums n/a · 216 covered
CIGNA + OSCAR · healthpremiums n/a
EYEMED · visionpremiums n/a · 111 covered
HEALTH NET · healthpremiums n/a · 28 covered
KAISER PERMANENTE · healthpremiums n/a · 245 covered
LANDMARK HEALTHPLANpremiums n/a · 456 covered
SMILESAVER · dentalpremiums n/a · 171 covered
SHARP HEALTH PLAN · healthpremiums n/a · 5 covered
UNITEDHEALTHCARE OF CALIFORNIA · healthpremiums n/a · 36 covered
VSP · visionpremiums n/a · 197 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 18 covered
Brokers & agents paid · 20257
ZAIN INSURANCE SERVICES$704,465
WORD AND BROWN BENEFIT$14,278 · incl $14,278 fees
JOY ELIZABETH GUNDERSON$2,968
DANIEL TYLER ADAMSON$1,331
DANIEL ADAMSON$1,302
JONATHAN ALI HAJIMOMEN$1,191
33 individual agents · names withheld$3,338

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.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 953161239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.