Plan Ledger DOL Form 5500 · updated monthly

Castilleja School Foundationbenefits

Castilleja School Foundation Welfare Benefit Plan · PALO ALTO, CA · plan year 2024

Broker compensation reported · 2024
$99,009

Castilleja School Foundation's benefits plans covered 124 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $99,009 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $798 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 15% from $86,119 in 2023.

Insurance contracts · 20244
CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) · health drug hmo ppopremiums n/a · 55 covered
GUARDIAN · dental life ltdpremiums n/a · 124 covered
KAISER PERMANENTE · health drug hmopremiums n/a · 85 covered
VISION SERVICE PLAN · visionpremiums n/a · 114 covered
Brokers & agents paid · 20241
JOHNSON & DUGAN INSURANCE SERVICES$99,009 · incl $56,566 fees
Also brokered by Johnson & Dugan Insurance Services5
C3.AI, Inc. CA$372,493
Brightmark LLC CA$171,500

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 940373222 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.