Plan Ledger DOL Form 5500 · updated monthly

Community Initiativesbenefits

Community Initiatives Health & Welfare Plan · OAKLAND, CA · plan year 2024

Broker compensation reported · 2024
$247,148

Community Initiatives's benefits plans covered 256 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $247,148 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $965 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 18% from $208,725 in 2023.

Insurance contracts · 20245
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 171 covered
CALIFORNIA PHYSICIANS SERVICE · health drug hmo ppopremiums n/a · 226 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 471 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 320 covered
VISION SERVICE PLAN · visionpremiums n/a · 242 covered
Brokers & agents paid · 20244
BALDWIN GROUP WEST, LLC$237,956 · incl $153,492 fees
BURNHAM BENEFITS INSURANCE SERVICES$5,596 · incl $5,596 fees
ENROLLEASE, INC.$2,295 · incl $2,295 fees
THE BALDWIN GROUP WEST, LLC$1,301
Also brokered by Baldwin Group West, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 943255070 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.