Plan Ledger DOL Form 5500 · updated monthly

Becoming Independentbenefits

Becoming Independent Health and Welfare Plan · SANTA ROSA, CA · plan year 2024

Broker compensation reported · 2024
$42,834

Becoming Independent's benefits plan covered 73 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $42,834 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $587 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20248
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 40 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stdpremiums n/a · 2 covered
VISION SERVICE PLAN · visionpremiums n/a · 38 covered
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION · dentalpremiums n/a · 16 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 22 covered
SUTTER HEALTH PLAN · healthpremiums n/a · 39 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life ltdpremiums n/a · 172 covered
Brokers & agents paid · 20246
PINNACLE BROKERS INSURANCE SOLUTION$11,801
FOUNDATION RISK PARTNERS, CORP.$10,704
BEERE & PURVES, INC.$6,312 · incl $941 fees
FOUNDATION RISK PARTNERS CORP.$8,825
SYMPHONY RISK SOLUTIONS INS. SVCS.$29
Also brokered by Pinnacle Brokers Insurance Solution1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 942641147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.