Plan Ledger DOL Form 5500 · updated monthly

Cate Schoolbenefits

Cate School Wrap Benefit Plan · CARPINTERIA, CA · plan year 2025

Broker compensation reported · 2025
$110,587

Cate School's benefits plan covered 139 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $110,587 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $796 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20253
BLUE CROSS OF CALIFORNIA · health hmo ppopremiums n/a · 208 covered
GUARDIAN · dental vision life std ltdpremiums n/a · 139 covered
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 33 covered
Brokers & agents paid · 20252
GALLAGHER BENEFIT SERVICES, INC.$28,255 · incl $4,619 fees
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 951644630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.