Plan Ledger DOL Form 5500 · updated monthly

California Society of Certified Public Accountantsbenefits

Group Insurance Trust of the California Society of Certified Public Accountants · SACRAMENTO, CA · plan year 2025

Broker compensation reported · 2025
$71,046

California Society of Certified Public Accountants's benefits plans covered 5,823 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $71,046 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $12 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 32% from $53,870 in 2024.

Insurance contracts · 202510
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · stop-loss ppopremiums n/a · 7,154 covered
DELTA CARE USA · dental hmopremiums n/a · 6 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 444 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 472 covered
BLUE CROSS OF CALIFORNIA · health hmopremiums n/a · 286 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 64 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 64 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 147 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 69 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 147 covered
Brokers & agents paid · 20254
CENTERSTONE INS & FNCL SVCS$49,581 · incl $12,395 fees
HOVER INSURANCE SERVICES$4,825
CENTERSTONE INS & FNCL SVCS LLC$14,908 · incl $4,367 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 941056137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.