Planned Parenthood/Orange and San Bernardino Counties, Inc.
Updated Filing received by DOL
Planned Parenthood/Orange and San Bernardino Counties, Inc., a healthcare & social assistance employer in Anaheim, California, reported 537 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows 11 insurance contracts with no premium reported and $38,574 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on April 15, 2026, within the extension window.
Who was paid on Planned Parenthood/Orange and San Bernardino Counties, Inc.'s plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Planned Parenthood/Orange and San Bernardino Counties, Inc. filed for 2024.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Marsh McLennan Agency · San Diego, CA | $25,923 | $12,651 | $38,574 | 9 |
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 |
|---|---|---|---|---|
| Eyemed Vision Carevision | 448 | — | — | — |
| Unum Insurance Companycoverage not coded | 105 | — | $2,942 | — |
| Vital Worklifecoverage not coded | 560 | — | — | — |
| Unum Life Insurance Company of Americacoverage not coded | 74 | — | $2,734 | — |
| Life Insurance Company of North Americalong-term disability | 560 | — | $1,249 | — |
| Unum Insurance Companycoverage not coded | 131 | — | $3,289 | — |
| Life Insurance Company of North Americacoverage not coded | 560 | — | $188 | — |
| Life Insurance Company of North Americalife | 560 | — | $1,494 | — |
| Unum Life Insurance Company of Americashort-term disability | 67 | — | $11,248 | — |
| Unum Life Insurance Company of Americacoverage not coded | 1 | — | $5 | — |
| Blue Cross of Californiahealth, dental, prescription drug, HMO, PPO | 434 | — | $15,425 | — |
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 Planned Parenthood/Orange and San Bernardino Counties, Inc. 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 | 510 | 537 | +5.3% |
| Premiums filed | $0 | $0 | not comparable |
| Broker commissions + fees | $25,380 | $38,574 | +52.0% |
| 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 |
|---|---|---|---|---|
| Planned Parenthood/Orange and San Bernardino Counties, Inc. Welfare Benefits Plan#502 · insurance, general assets | June 30, 2025 | April 15, 2026 | within extension | 537 |
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 Planned Parenthood/Orange and San Bernardino Counties, Inc. pay in health insurance broker commissions in 2024?
Planned Parenthood/Orange and San Bernardino Counties, Inc.'s 2024 Form 5500 reports $38,574 in broker commissions and fees across 11 insurance contracts ($25,923 in commissions, $12,651 in fees), with Marsh McLennan Agency receiving the largest share.
Is Planned Parenthood/Orange and San Bernardino Counties, Inc.'s health plan self-funded or fully insured?
The 2024 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Blue Cross of California.
How does Planned Parenthood/Orange and San Bernardino Counties, Inc.'s broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Planned Parenthood/Orange and San Bernardino Counties, Inc. because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 500-999 participants that disclosed broker pay reported a median of $104,902.
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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.