Plan Ledger DOL Form 5500 · updated monthly

Bay Equity, LLCbenefits

Bay Equity, LLC Health and Welfare Plan · CONCORD, CA · plan year 2024

Broker compensation reported · 2024
$434,803

Bay Equity, LLC's benefits plans covered 685 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $434,803 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $635 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 15% from $510,636 in 2023.

Insurance contracts · 202412
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug hmopremiums n/a · 16 covered
VISION SERVICE PLAN · visionpremiums n/a · 422 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug dentalpremiums n/a · 2 covered
KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. · health drug hmopremiums n/a · 5 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health drug hmopremiums n/a · 6 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 873 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · ltdpremiums n/a · 15 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 47 covered
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · health drug hmopremiums n/a · 3 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 94 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental life std ltdpremiums n/a · 679 covered
Brokers & agents paid · 20247
ABD INS. AND FINANCIAL SVCS., INC.$430,876 · incl $16,009 fees
JUDGE WILLIAM$1,427
NEWFRONT INSURANCE SERVICES$905
NFP INSURANCE SERVICES, INC$748 · incl $748 fees
A & AG CONSULTANTS$413
3 individual agents · names withheld$411

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Abd Ins. and Financial Svcs., Inc.5
Alteryx, Inc. CA$922,341
Medallia, Inc. CA$555,956

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260360466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.