Allworth Financialbenefits
Allworth Financial Health and Welfare Plan · FOLSOM, CA · plan year 2025
Broker compensation reported · 2025
$128,496
Allworth Financial's benefits plans covered 441 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $128,496 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $291 per covered person, above the median for employer plans that report broker pay. Broker pay rose 87% from $68,539 in 2024.
Insurance contracts · 20254
CALIFORNIA PHYSICIANS' SERVICE · health drug hmo ppopremiums n/a · 863 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 146 covered
VISION SERVICE PLAN · visionpremiums n/a · 427 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 1,035 covered
Brokers & agents paid · 20253
PLANSOURCE BENEFITS ADMIN, INC.$74,291 · incl $74,291 fees
HUB INTERNATIONAL INS. SVCES, INC.$54,176 · incl $12,664 fees
Also brokered by Plansource Benefits Admin, Inc.5
Osf Healthcare System IL$134,395
Greater Omaha Packing Co., Inc. NE$8,390
Hospice Care of South Carolina, LLC SC$7,331
Avalon Health Care, Inc. UT$3,088
Axios Media, Inc. VA$2,711
Why are you looking at this plan?
More
Source: DOL Form 5500 Schedule A, plan year 2025, EIN 680372662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.