Plan Ledger DOL Form 5500 · updated monthly

Coordinated Resources, Inc of San Franciscobenefits

Health and Welfare Plan · SAN FRANCISCO, CA · plan year 2024

Broker compensation reported · 2024
$89,995

Coordinated Resources, Inc of San Francisco's benefits plan covered 95 active participants in 2024, providing health · life · dental · vision · long-term disability. Insurance brokers and agents were paid $89,995 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $947 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20243
CALIFORNIA PHYSICIANS' SERVICES · health drug dental hmo ppopremiums n/a · 62 covered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · dental vision life ltd ppopremiums n/a · 95 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 46 covered
Brokers & agents paid · 20242
EDGEWOOD PARTNERS INSURANCE CENTER$85,421 · incl $39,801 fees
BEERE & PURVES INC$4,574
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 943007281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.