Plan Ledger DOL Form 5500 · updated monthly

Cordevalle L.P.benefits

Cordevalle Welfare Benefits Plan · SAN MARTIN, CA · plan year 2023

Broker compensation reported · 2023
$158,384

Cordevalle L.P.'s benefits plan covered 144 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $158,384 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,100 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20232
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 332 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 321 covered
Brokers & agents paid · 20232
EXPERTQUOTE, INC.$145,738 · incl $39 fees
WARNER PACIFIC INSURANCE SERVICES$12,646 · incl $6,503 fees
Also brokered by Expertquote, Inc.5
Avidbank CA$119,983

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 208456270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.