Plan Ledger DOL Form 5500 · updated monthly

Earned Wealth Operating Company, Incbenefits

Earned Wealth Operating Company, Inc Health and Welfare Benefit Plan · WALNUT CREEK, CA · plan year 2025

Broker compensation reported · 2025
$48,100

Earned Wealth Operating Company, Inc's benefits plan covered 150 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $48,100 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $321 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20255
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 67 covered
CIGNA HEALTH AND LIFE INSURANCE COMAPNY AND AFFILIATES · dentalpremiums n/a · 130 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health drug hmopremiums n/a
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 150 covered
Brokers & agents paid · 20253
BROWN & BROWN INSURANCE SVCS, INC.$28,777 · incl $1,030 fees
STRATEGIC NON-MEDICAL SLTNS, LLC$7,605 · incl $5,635 fees
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 993362286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.