Plan Ledger DOL Form 5500 · updated monthly

Addepar, Inc.benefits

Addepar, Inc. Welfare Benefits Plan · MOUNTAIN VIEW, CA · plan year 2024

Broker compensation reported · 2024
$15,613

Addepar, Inc.'s benefits plans covered 651 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $15,613 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $24 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 97% from $482,125 in 2023.

Insurance contracts · 20245
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 59 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 651 covered
AETNA LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 1,176 covered
ARAG INSURANCE COMPANYpremiums n/a · 232 covered
HEADSPACE, INC.premiums n/a · 857 covered
Brokers & agents paid · 20242
ALLIANT INSURANCE SERVICES, INC.$14,909 · incl $694 fees
Also brokered by Alliant5
Tyson Foods, Inc. AR$1,604,287
Stark Carpet Corp. NY$1,544,014

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 452500433 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.