2023 Form 5500 filing — United Agricultural Employee Welfare Benefit Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241016201511NAL0062307634001) for United Agricultural Employee Welfare Benefit Plan And Trust, reported by United Agribusiness League under EIN 95-3514902 and plan number 501. It reports 22,316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016201511NAL0062307634001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United Agribusiness League
- EIN
- 95-3514902
- Plan number
- 501
- Location
- Irvine, CA
- Participants
- 22,316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,414,271
- Total liabilities (EOY)
- $63,962,771
- Net assets (EOY)
- $22,451,500
- Employer contributions
- $237,991,020
- Participant contributions
- $1,527,204
- Total income / additions
- $244,278,525
- Benefits paid
- $197,549,685
- Administrative expenses
- $30,518,257
- Total expenses
- $228,067,942
- Net increase / (decrease)
- $16,210,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Shield Of California | PPO | $5,338,792 | not reported in the loaded dataset |
| Elite Corporate Medical Services | PPO | $2,120,635 | not reported in the loaded dataset |
| Brent Eastman Insurance Services | INDEPENDENT CONTRACTOR | $1,493,206 | not reported in the loaded dataset |
| Costco Health Solutions Inc | PPO | $1,247,578 | not reported in the loaded dataset |
| Moore Insurance Services, Inc. | INDEPENDENT CONTRACTOR | $1,059,929 | not reported in the loaded dataset |
| Morris & Garritano Insurance Agency | INDEPENDENT CONTRACTOR | $892,954 | not reported in the loaded dataset |
| Nikssarian Insurance Services | INDEPENDENT CONTRACTOR | $877,685 | not reported in the loaded dataset |
| Kevin Saltzman Inc | INDEPENDENT CONTRACTOR | $809,736 | not reported in the loaded dataset |
| Interwest Insurance Services, LLC | INDEPENDENT CONTRACTOR | $764,637 | not reported in the loaded dataset |
| Relation Insurance Services | INDEPENDENT CONTRACTOR | $708,787 | not reported in the loaded dataset |
| Winton Ireland Strom & Green Ins | INDEPENDENT CONTRACTOR | $407,733 | not reported in the loaded dataset |
| Gallagher Benefit Services | INDEPENDENT CONTRACTOR | $403,569 | not reported in the loaded dataset |
| Hub International Ins Services | INDEPENDENT CONTRACTOR | $399,131 | not reported in the loaded dataset |
| James G Parker Insurance Associates | INDEPENDENT CONTRACTOR | $316,000 | not reported in the loaded dataset |
| Andreini & Company | INDEPENDENT CONTRACTOR | $268,893 | not reported in the loaded dataset |
| Cook & Associates | INDEPENDENT CONTRACTOR | $246,255 | not reported in the loaded dataset |
| The Bachan Group LLC | INDEPENDENT CONTRACTOR | $204,899 | not reported in the loaded dataset |
| Livongo Health, Inc | PPO | $201,565 | not reported in the loaded dataset |
| Pacific Coast Benefit Insurance | INDEPENDENT CONTRACTOR | $187,394 | not reported in the loaded dataset |
| Alliant Insurance Services | INDEPENDENT CONTRACTOR | $186,471 | not reported in the loaded dataset |
| Ernst Consulting Solutions | INDEPENDENT CONTRACTOR | $176,560 | not reported in the loaded dataset |
| Wlt Software | VENDOR | $169,249 | not reported in the loaded dataset |
| Douglas D. Lightle | INDEPENDENT CONTRACTOR | $168,004 | not reported in the loaded dataset |
| Malloy Imrie & Vasconi Insurance | INDEPENDENT CONTRACTOR | $162,918 | not reported in the loaded dataset |
| George Petersen Insurance Agency | INDEPENDENT CONTRACTOR | $158,275 | not reported in the loaded dataset |
| Groom Law Group, Chartered | CONSULTANT | $150,960 | not reported in the loaded dataset |
| Glenn County Insurance Agency | INDEPENDENT CONTRACTOR | $144,240 | not reported in the loaded dataset |
| Medwatch, LLC | VENDOR | $139,825 | not reported in the loaded dataset |
| Medeiros Benefits Company | INDEPENDENT CONTRACTOR | $131,116 | not reported in the loaded dataset |
| Teladoc Inc. | PPO | $123,898 | not reported in the loaded dataset |
| Powers Leavitt Insurance | INDEPENDENT CONTRACTOR | $118,777 | not reported in the loaded dataset |
| Western Valley Insurance Associates | INDEPENDENT CONTRACTOR | $115,760 | not reported in the loaded dataset |
| Cch Incorporated | VENDOR | $115,553 | not reported in the loaded dataset |
| Relation Insurance Services Of Ca | INDEPENDENT CONTRACTOR | $107,846 | not reported in the loaded dataset |
| Leavitt Central Coast Insurance | INDEPENDENT CONTRACTOR | $105,298 | not reported in the loaded dataset |
| Ernstam Financial & Insurance Svcs | INDEPENDENT CONTRACTOR | $102,926 | not reported in the loaded dataset |
| Pacific Ag Insurance Agency, Inc. | INDEPENDENT CONTRACTOR | $101,133 | not reported in the loaded dataset |
| Sweeney & Sweeney Insurance, Inc. | INDEPENDENT CONTRACTOR | $100,267 | not reported in the loaded dataset |
| Allison Commercial Insurance Agency | INDEPENDENT CONTRACTOR | $96,549 | not reported in the loaded dataset |
| Kuhtz Diehl Insurance&Financial Svc | INDEPENDENT CONTRACTOR | $92,155 | not reported in the loaded dataset |
| Pacific Diversified Insurance Svcs | INDEPENDENT CONTRACTOR | $87,220 | not reported in the loaded dataset |
| Vision Service Plan | PPO | $86,623 | not reported in the loaded dataset |
| Jeff Kane Insurance Solutions, Inc. | INDEPENDENT CONTRACTOR | $85,372 | not reported in the loaded dataset |
| Wakely Consulting Group, LLC | CONSULTANT | $72,385 | not reported in the loaded dataset |
| The Robert Lynn Company | INDEPENDENT CONTRACTOR | $71,027 | not reported in the loaded dataset |
| Keith W. Morrison | INDEPENDENT CONTRACTOR | $69,461 | not reported in the loaded dataset |
| Mark Tigner Financial & Insurance | INDEPENDENT CONTRACTOR | $65,609 | not reported in the loaded dataset |
| Graybill Insurance Agency, Inc. | INDEPENDENT CONTRACTOR | $63,928 | not reported in the loaded dataset |
| Mcgriff Insurance Services, Inc. | INDEPENDENT CONTRACTOR | $61,379 | not reported in the loaded dataset |
| Inszone Insurance Services, LLC | INDEPENDENT CONTRACTOR | $60,091 | not reported in the loaded dataset |
| Wes Bradford Ins. Sales, Inc. | INDEPENDENT CONTRACTOR | $59,177 | not reported in the loaded dataset |
| Smart Data Solutions, Inc | VENDOR | $58,712 | not reported in the loaded dataset |
| Anderson Robinson Starkey Ins | INDEPENDENT CONTRACTOR | $58,218 | not reported in the loaded dataset |
| Rico,Pfitzer Pires Employee Benefit | INDEPENDENT CONTRACTOR | $57,853 | not reported in the loaded dataset |
| Mercer Health & Benefits, LLC | INDEPENDENT CONTRACTOR | $54,713 | not reported in the loaded dataset |
| Bay & Basin Insurance Services LLC | INDEPENDENT CONTRACTOR | $54,131 | not reported in the loaded dataset |
| Flynn Financial & Insurance Service | INDEPENDENT CONTRACTOR | $53,120 | not reported in the loaded dataset |
| Fair Health, Inc. | VENDOR | $50,647 | not reported in the loaded dataset |
| Moss Adams, Llp | CONSULTANT | $43,050 | not reported in the loaded dataset |
| Gdi Insurance Agency, Inc. | INDEPENDENT CONTRACTOR | $42,991 | not reported in the loaded dataset |
| Randy Oliveira Dba Oliveira Ins | INDEPENDENT CONTRACTOR | $41,923 | not reported in the loaded dataset |
| Dennis& Carolin Migliazzo Revocable | INDEPENDENT CONTRACTOR | $41,278 | not reported in the loaded dataset |
| Assured Partners Of Ca Ins Svcs | INDEPENDENT CONTRACTOR | $39,826 | not reported in the loaded dataset |
| Thomas Kuntz Insurance | INDEPENDENT CONTRACTOR | $38,721 | not reported in the loaded dataset |
| Lorrie Stroud | INDEPENDENT CONTRACTOR | $38,622 | not reported in the loaded dataset |
| West Insurance Brokers, Inc. | INDEPENDENT CONTRACTOR | $36,834 | not reported in the loaded dataset |
| Singlepoint Insurance Services, Inc | INDEPENDENT CONTRACTOR | $36,135 | not reported in the loaded dataset |
| Richard W. Shelton Ins Marketing | INDEPENDENT CONTRACTOR | $34,800 | not reported in the loaded dataset |
| Thomas R. Means, Inc. | INDEPENDENT CONTRACTOR | $32,481 | not reported in the loaded dataset |
| Datapath, Inc. | VENDOR | $30,671 | not reported in the loaded dataset |
| North Valley Insurance Services Inc | INDEPENDENT CONTRACTOR | $29,670 | not reported in the loaded dataset |
| Bnkv Insurance Solutions, Inc. | INDEPENDENT CONTRACTOR | $28,015 | not reported in the loaded dataset |
| Peter Mlynar | INDEPENDENT CONTRACTOR | $27,926 | not reported in the loaded dataset |
| Tana S. Elizondo | INDEPENDENT CONTRACTOR | $26,443 | not reported in the loaded dataset |
| Kevin Wright Insurance | INDEPENDENT CONTRACTOR | $25,808 | not reported in the loaded dataset |
| First Dental Health | PPO | $25,474 | not reported in the loaded dataset |
| Travelers Insurance | VENDOR | $24,103 | not reported in the loaded dataset |
| Downey,Cavadias & Deane, Inc. | INDEPENDENT CONTRACTOR | $23,507 | not reported in the loaded dataset |
| Stan Smith Insurance Services | INDEPENDENT CONTRACTOR | $23,352 | not reported in the loaded dataset |
| Di Buduo & De Fendis | INDEPENDENT CONTRACTOR | $23,135 | not reported in the loaded dataset |
| Charise Ann Kinnaman | INDEPENDENT CONTRACTOR | $22,157 | not reported in the loaded dataset |
| Canopy Insurance Services | INDEPENDENT CONTRACTOR | $21,703 | not reported in the loaded dataset |
| West Callaway Stotka, Inc. | INDEPENDENT CONTRACTOR | $20,032 | not reported in the loaded dataset |
| David B. Crother | INDEPENDENT CONTRACTOR | $18,524 | not reported in the loaded dataset |
| Watsonville Insurance Associates | INDEPENDENT CONTRACTOR | $18,335 | not reported in the loaded dataset |
| Sherri J. Nunes | INDEPENDENT CONTRACTOR | $18,072 | not reported in the loaded dataset |
| Deborah Haydis | INDEPENDENT CONTRACTOR | $16,328 | not reported in the loaded dataset |
| Oakridge Corporate Health Insurance | INDEPENDENT CONTRACTOR | $15,993 | not reported in the loaded dataset |
| Nielsen & Associates Insurance Svcs | INDEPENDENT CONTRACTOR | $15,540 | not reported in the loaded dataset |
| Seldon Brusa Insurance Agency, Inc. | INDEPENDENT CONTRACTOR | $14,918 | not reported in the loaded dataset |
| Pwa Insurance Services LLC | INDEPENDENT CONTRACTOR | $14,789 | not reported in the loaded dataset |
| Find-A-Code | VENDOR | $13,567 | not reported in the loaded dataset |
| Insurance Direct, Inc. | INDEPENDENT CONTRACTOR | $12,428 | not reported in the loaded dataset |
| Van Beurden Insurance Services, Inc | INDEPENDENT CONTRACTOR | $11,799 | not reported in the loaded dataset |
| Foundation Risk Partners, Corp | INDEPENDENT CONTRACTOR | $11,464 | not reported in the loaded dataset |
| Thomas Leroy Franco | INDEPENDENT CONTRACTOR | $10,779 | not reported in the loaded dataset |
| Arlan Woodward | INDEPENDENT CONTRACTOR | $9,535 | not reported in the loaded dataset |
| Tolman & Wiker Insurance Services | INDEPENDENT CONTRACTOR | $9,272 | not reported in the loaded dataset |
| Kardel Insurance Services, Inc | INDEPENDENT CONTRACTOR | $9,239 | not reported in the loaded dataset |
| Ubf Consulting, Inc. | INDEPENDENT CONTRACTOR | $8,701 | not reported in the loaded dataset |
| California Dental Network | PPO | $8,267 | not reported in the loaded dataset |
| Michelle Taschler | INDEPENDENT CONTRACTOR | $7,348 | not reported in the loaded dataset |
| Burnham Benefits Insurance Services | INDEPENDENT CONTRACTOR | $7,079 | not reported in the loaded dataset |
| Guaranty Calif Insurance Services | INDEPENDENT CONTRACTOR | $7,069 | not reported in the loaded dataset |
| Dohrmann, An Alera Group Insurance | INDEPENDENT CONTRACTOR | $6,806 | not reported in the loaded dataset |
| Qualls & Associates Insurance Servi | INDEPENDENT CONTRACTOR | $6,085 | not reported in the loaded dataset |
| Walter L. Clark & Associates | INDEPENDENT CONTRACTOR | $5,901 | not reported in the loaded dataset |
| Brian Insurance Services | INDEPENDENT CONTRACTOR | $5,670 | not reported in the loaded dataset |
| Slo Coast Insurance Services | INDEPENDENT CONTRACTOR | $5,655 | not reported in the loaded dataset |
| Cvs/Caremark | PPO | $5,140 | not reported in the loaded dataset |