Plan Ledger DOL Form 5500 · updated monthly

Bill Wilson Centerbenefits

Bill Wilson Center Welfare Benefits Plan · SANTA CLARA, CA · plan year 2024

Broker compensation reported · 2024
$123,476

Bill Wilson Center's benefits plans covered 233 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $123,476 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $530 per covered person, in the top quarter of employer plans that report broker pay. Brokers were paid 3.6x the $34,101 reported for 2023.

Insurance contracts · 20243
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 175 covered
SUTTER HEALTH PLAN · health drug hmopremiums n/a · 18 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 233 covered
Brokers & agents paid · 20242
HEFFERNAN INSURANCE BROKERS$118,827 · incl $1,581 fees
Also brokered by Heffernan Insurance Brokers5
Amity Foundation CA$734,815
The New Iem, LLC CA$723,609
Acumen, LLC CA$333,445

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 942221849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.