Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees, Bay Area Roofers Health and Welfarebenefits

Roofers Health and Welfare Plan · SAN JOSE, CA · plan year 2024

Broker compensation reported · 2024
$202,964

Board of Trustees, Bay Area Roofers Health and Welfare's benefits plans covered 1,887 active participants in 2024, providing health · life · dental · vision. Insurance premiums totaled $141,099. Insurance brokers and agents were paid $202,964 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 143.8% of premiums. That is $108 per covered person, below the median for employer plans that report broker pay. Broker pay rose 18% from $172,153 in 2023.

Insurance contracts · 20245
VISION SERVICE PLAN · vision$141K · 2,012 covered
KAISER FOUNDATION HEALTH PLAN INC · health hmopremiums n/a · 2,252 covered
THE UNION LABOR LIFE INSURANCE COMPANY · stop-losspremiums n/a · 1,271 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 1,895 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · lifepremiums n/a · 1,972 covered
Brokers & agents paid · 20241
STEALTH PARTNER GROUP$202,964
Also brokered by Stealth Partner Group5
Core & Main LP MO$194,044
Transcarent Inc. CO$142,928

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 946074642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.