Plan Ledger DOL Form 5500 · updated monthly

Custom House Hotel Co., LTD. dba Portola Hotel & Sbenefits

Portola Hotel & Spa - Monterey Bay Employee Benefit Plan · MONTEREY, CA · plan year 2023

Broker compensation reported · 2023
$32,525

Custom House Hotel Co., LTD. dba Portola Hotel & S's benefits plan covered 215 active participants in 2023, providing health · life · dental · vision · other. Insurance brokers and agents were paid $32,525 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $151 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20234
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 215 covered
VISION SERVICE PLAN · visionpremiums n/a · 56 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health ppopremiums n/a · 57 covered
NATIONAL GUARDIAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 150 covered
Brokers & agents paid · 20232
PROGRESSIVE BENEFIT GROUP$4,924
ACRISURE OF CALIFORNIA LLC$27,601 · incl $220 fees
Also brokered by Progressive Benefit Group5
Bay 101 CA$86,786

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 860316128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.