Lewis, Brisbois, Bisgaard & Smith, LLP
Updated Filing received by DOL
Lewis, Brisbois, Bisgaard & Smith, LLP, a professional & technical services employer in Los Angeles, California, reported 2,804 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows 5 insurance contracts with no premium reported and $361,528 in broker commissions and fees. The plan is self-funded (the employer pays claims itself, with stop-loss coverage from Sun Life Assurance Company of Canada). The Department of Labor received the filing on February 12, 2026, before the deadline.
Who was paid on Lewis, Brisbois, Bisgaard & Smith, LLP's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Lewis, Brisbois, Bisgaard & Smith, LLP filed for 2024.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Capital Peak LLC · Petaluma, CA | $245,096 | $0 | $245,096 | 1 |
| Acrisure · Grand Rapids, MI | $17,627 | $70,494 | $88,121 | 3 |
| Brian William Patten · Baden, PA | $7,590 | $0 | $7,590 | 3 |
| Joseph W Calabro · Cranberry Township, PA | $7,351 | $0 | $7,351 | 3 |
| Heather M Bartley · Wexford, PA | $2,939 | $0 | $2,939 | 2 |
| Brandi LYNN Donlin · Camegie, PA | $1,608 | $0 | $1,608 | 2 |
| Mitchell Dane Elliott · Cincinnati, OH | $1,360 | $0 | $1,360 | 2 |
| Daniel C Harris · Mars, PA | $980 | $0 | $980 | 2 |
| Victor Nordenflycht-Darby · Burbank, CA | $960 | $0 | $960 | 3 |
| Matthew Ryan Kirkwood · New Castle, PA | $864 | $0 | $864 | 1 |
| James a Scott & Son Inc · Lynchburg, VA | $853 | $0 | $853 | 1 |
| Jonathan David Beswarick · Gibsonia, PA | $331 | $0 | $331 | 1 |
Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.
Insurance contracts and carriers
Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.
| Carrier · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Sun Life Assurance Company of Canadadental | 14 | — | $120 | — |
| The Guardian Life Insurance Company of Americadental, vision, life, short-term disability, long-term disability | 2,876 | — | $70,494 | — |
| First Stop Health, LLCcoverage not coded | 2,232 | — | — | — |
| Continental American Insurance Companyshort-term disability, indemnity | 373 | — | $45,818 | — |
| Sun Life Assurance Company of Canadastop-loss | 2,311 | — | $245,096 | — |
Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.
How Lewis, Brisbois, Bisgaard & Smith, LLP compares
Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.
Not computable: no insured medical premium on the filing.
Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.
Year over year
| 2023 | 2024 | Change | |
|---|---|---|---|
| Participants | 3,020 | 2,804 | −7.2% |
| Premiums filed | $0 | $0 | — |
| Broker commissions + fees | $46,110 | $361,528 | +684.1% |
| Commission rate | — | — | — |
Source: DOL Form 5500 filings for plan years 2023 and 2024.
Filings and timeliness
Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Lewis, Brisbois, Bisgaard & Smith, LLP Welfare Benefits Plan#505 · insurance, general assets | July 31, 2025 | February 12, 2026 | before deadline | 2,804 |
Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.
How much did Lewis, Brisbois, Bisgaard & Smith, LLP pay in health insurance broker commissions in 2024?
Lewis, Brisbois, Bisgaard & Smith, LLP's 2024 Form 5500 reports $361,528 in broker commissions and fees across 5 insurance contracts ($291,034 in commissions, $70,494 in fees), with Capital Peak LLC receiving the largest share.
Is Lewis, Brisbois, Bisgaard & Smith, LLP's health plan self-funded or fully insured?
The 2024 filing indicates the plan is self-funded (the employer pays claims itself, with stop-loss coverage from Sun Life Assurance Company of Canada).
How does Lewis, Brisbois, Bisgaard & Smith, LLP's broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Lewis, Brisbois, Bisgaard & Smith, LLP because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 1,000-4,999 participants that disclosed broker pay reported a median of $168,579.
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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.