Plan Ledger DOL Form 5500 · updated monthly

Cordial Experience, Inc.benefits

Cordial Experience, Inc. Welfare Benefits Plan · SAN DIEGO, CA · plan year 2025

Broker compensation reported · 2025
$140,471

Cordial Experience, Inc.'s benefits plans covered 67 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $140,471 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $2,097 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 6.8% from $150,786 in 2024.

Insurance contracts · 20253
CALIFORNIA PHYSICIANS SERVICE · health drugpremiums n/a · 151 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 13 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 161 covered
Brokers & agents paid · 20254
JAMES M. MORRISON INSURANCE SERVICE$83,679 · incl $7,142 fees
WARNER PACIFIC INSURANCE SERVICES$27,117 · incl $25,767 fees
SEQUOIA BENEFITS AND INS SVCS LLC$20,515
CENTRO BENEFITS$9,160 · incl $9,160 fees
Also brokered by James M. Morrison Insurance Service3

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 472065823 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.