Plan Ledger DOL Form 5500 · updated monthly

David Lortscher MD, P.C., Inc.benefits

David Lortscher MD, P.C., Inc. Health and Welfare Benefits Plan · SAN DIEGO, CA · plan year 2023

Broker compensation reported · 2023
$48,997

David Lortscher MD, P.C., Inc.'s benefits plan covered 84 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $48,997 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $583 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20237
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 10 covered
UNUM INSURANCE COMPANYpremiums n/a · 15 covered
UNUM INSURANCE COMPANYpremiums n/a · 12 covered
UNUM INSURANCE COMPANYpremiums n/a · 9 covered
CALIFORNIA PHYSICIANS' SERVICE · health drug hmo ppopremiums n/a · 175 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 91 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 24 covered
Brokers & agents paid · 20231
SEQUOIA BENEFITS & INS SVCS LLC$48,997 · incl $42,356 fees
Also brokered by Sequoia Benefits & Ins Svcs LLC5
Sequoia One Peo, LLC AZ$35,439,856
Celonis, Inc. NY$861,266
Brex, Inc. CA$852,556

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 463679363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.