Plan Ledger DOL Form 5500 · updated monthly

Appfolio, Inc.benefits

Appfolio, Inc. Health and Welfare Plan · GOLETA, CA · plan year 2024

Broker compensation reported · 2024
$398,661

Appfolio, Inc.'s benefits plans covered 1,554 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $14,271,510. Insurance brokers and agents were paid $398,661 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.8% of premiums. That is $257 per covered person, above the median for employer plans that report broker pay. Broker pay rose 23% from $323,938 in 2023.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dental hmo ppo$14.3M · 2,770 covered
VISION SERVICE PLAN · visionpremiums n/a · 1,052 covered
EVERNORTH BEHAVIORAL HEALTH, INC.premiums n/a · 1,675 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 1,554 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 1,554 covered
Brokers & agents paid · 20241
LOCKTON COMPANIES, LLC$398,661 · incl $96,469 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260359894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.