Plan Ledger DOL Form 5500 · updated monthly

Abd Insurance and Financial Services, Inc.benefits

Newfront Insurance Services Health & Welfare Benefit Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$129,761

Abd Insurance and Financial Services, Inc.'s benefits plans covered 659 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $695,049. Insurance brokers and agents were paid $129,761 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 18.7% of premiums. That is $197 per covered person, above the median for employer plans that report broker pay. Broker pay rose 1.9% from $127,344 in 2024.

Insurance contracts · 20258
STANDARD INSURANCE COMPANY · life std ltd$695K · 659 covered
VISION SERVICE PLAN · visionpremiums n/a · 600 covered
ARAG INSURANCE COMPANYpremiums n/a · 378 covered
CONCERN EAPpremiums n/a · 663 covered
NATIONAL UNION FIRE INS CO OF PITTSBURGH, PA · healthpremiums n/a · 659 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 604 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 247 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 800 covered
Brokers & agents paid · 20251
ABD INS. AND FINANCIAL SVCS., INC.$129,761 · incl $1,396 fees
Also brokered by Abd Ins. and Financial Svcs., Inc.5
Plaid, Inc. CA$586,999
Medallia, Inc. CA$567,825
Planet Labs Pbc CA$396,097

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 270673528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.