Plan Ledger DOL Form 5500 · updated monthly

Conversica, Incbenefits

Conversica, Inc · SAN FRANCISCO, CA · plan year 2024

Broker compensation reported · 2024
$121,361

Conversica, Inc's benefits plans covered 82 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $121,361 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,480 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 0.7% from $122,274 in 2023.

Insurance contracts · 20247
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 114 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 7 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental life std ltdpremiums n/a · 84 covered
VISION SERVICE PLAN · visionpremiums n/a · 78 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug dental vision ppopremiums n/a
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · health drug hmopremiums n/a · 5 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 10 covered
Brokers & agents paid · 20243
ABD INS. AND FINANCIAL SVCS., INC.$119,277 · incl $2,999 fees
NEWFRONT INSURANCE SERVICES$2,061
Individual agent · names withheld$23

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Abd Ins. and Financial Svcs., Inc.5
Alteryx, Inc. CA$922,341
Medallia, Inc. CA$555,956

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 812082659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.