Plan Ledger DOL Form 5500 · updated monthly

Balsam Brands Inc.benefits

Balsam Brands Health and Welfare Benefit Plan · REDWOOD CITY, CA · plan year 2024

Broker compensation reported · 2024
$25,301

Balsam Brands Inc.'s benefits plans covered 177 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $25,301 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $143 per covered person, below the median for employer plans that report broker pay. Broker pay fell 21% from $32,027 in 2023.

Insurance contracts · 20243
SUNLIFE ASSURANCE COMPANY OF CANADA · visionpremiums n/a · 171 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 383 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 177 covered
Brokers & agents paid · 20243
HUB INTERNATIONAL INS. SERVICE$3,500 · incl $3,500 fees
GALLAGHER BENEFIT SERVICES, INC.$13,767 · incl $2,263 fees
Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 473255205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.