Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of Heat and Frost Insulators of No. Calif., Local 16benefits

Heat and Frost Insulators of No. Calif., Local 16 Health and Welfare Fund · PLEASANTON, CA · plan year 2024

Broker compensation reported · 2024
$20,869

Board of Trustees of Heat and Frost Insulators of No. Calif., Local 16's benefits plans covered 589 active participants in 2024, providing health · dental · vision · short-term disability. Insurance brokers and agents were paid $20,869 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $35 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 14% from $18,337 in 2023.

Insurance contracts · 20244
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 58 covered
KAISER FOUNDATION HEALTH PLAN, INC. · hmopremiums n/a · 1,289 covered
VISION SERVICE PLAN · visionpremiums n/a · 722 covered
WELLPOINT STOP LOSS · stop-losspremiums n/a · 2,550 covered
Brokers & agents paid · 20241
SEGAL COMPANY (WESTERN STATES), INC$20,869 · incl $20,869 fees
Also brokered by Segal5
Schott Corporation NY$1,712,458
Alkermes Inc. MA$308,463

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 941233004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.