Form 5500 · Employee benefit plan · LOS ANGELES, CA
JEFFER MANGELS BUTLER AND MITCHELL LLP
The filing calls this plan JEFFER MANGELS BUTLER AND MITCHELL LLP HEALTH AND WELFARE BENEFITS PLAN.
JEFFER MANGELS BUTLER AND MITCHELL LLP of LOS ANGELES, CA spreads its employee benefits across 10 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is BROWN & BROWN INSURANCE SERVICES. Coverage is written through AETNA LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3669194 · plan 501 · plan year 2025, filed Oct 15, 2025
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 15 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 135 people.
Reported premium across the insured contracts is $3,691,142, with $180,085 in disclosed broker commissions — about 4.9% of premium.
The health contract's policy period ended in March, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
BROWN & BROWN INSURANCE SERVICES is the broker of record on 4 of the 15 contracts; the rest name a different broker or none.
10 carriers appear on the filing, including AETNA LIFE INSURANCE COMPANY, AETNA HEALTH, INC., KAISER FOUNDATION HEALTH PLAN, INC. and SUN LIFE ASSURANCE COMPANY OF CANADA. AETNA LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 135 | Apr 1, 2025 | $1,666,163 | $82,277 |
| AETNA HEALTH, INC. | Health | 72 | Apr 1, 2025 | $799,398 | $39,552 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Life | 134 | Apr 1, 2025 | $168,722 | $16,789 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 61 | Apr 1, 2025 | $459,682 | $13,663 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 16 | Apr 1, 2025 | $51,808 | $10,485 |
| AFLAC | Disability | 28 | Apr 1, 2025 | $40,078 | $5,786 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 22 | Apr 1, 2025 | $160,957 | $4,817 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 35 | Apr 1, 2025 | $32,437 | $4,398 |
| VISION SERVICE PLAN | Vision | 200 | Apr 1, 2025 | $28,650 | $1,762 |
| CONCERN EAP | — | 182 | Apr 1, 2025 | $7,196 | $360 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 1 | Jan 1, 2025 | $1,068 | $195 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 212 | Apr 1, 2025 | $102,199 | $1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 207 | Apr 1, 2025 | $98,996 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 118 | Apr 1, 2025 | $72,984 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 64 | Apr 1, 2025 | $804 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
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