Plan Ledger DOL Form 5500 · updated monthly

Direct Reliefbenefits

Direct Relief Welfare Benefit Plan · SANTA BARBARA, CA · plan year 2024

Broker compensation reported · 2024
$132,641

Direct Relief's benefits plans covered 153 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $132,641 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $867 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 29% from $102,893 in 2023.

Insurance contracts · 20244
CALIFORNIA PHYSICIANS' SERVICE · health drugpremiums n/a · 255 covered
AFLACpremiums n/a · 6 covered
STARMOUNT LIFE INSURANCE COMPANY · dental visionpremiums n/a · 149 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 153 covered
Brokers & agents paid · 20247
HUB INTERNATIONAL INS SE$7,203 · incl $2,771 fees
HUB INTERNATIONAL OF CA INS$8,922 · incl $6,423 fees
HUB INTERNATIONAL OF CA INSURANCE$7,727 · incl $2,985 fees
HUB INTERNATINAL INS SERVICES$17,356
DANIEL VORDALE & OTHER AGENTS$121
5 individual agents · names withheld$831

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 951831116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.