Plan Ledger DOL Form 5500 · updated monthly

Equity HR Incbenefits

Equity HR Inc Health & Welfare Plan · SAN JOSE, CA · plan year 2025

Broker compensation reported · 2025
$658,419

Equity HR Inc's benefits plans covered 663 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $658,419 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $993 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 156% from $257,444 in 2024.

Insurance contracts · 20257
VISION SERVICE PLAN · visionpremiums n/a · 464 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · health hmo ppopremiums n/a · 663 covered
KAISER FOUNDATION HEALTH PLAN, INC · health hmo ppopremiums n/a · 303 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 579 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 575 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 214 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 1,030 covered
Brokers & agents paid · 20251
APEX BENEFITS INC$658,419

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 270037153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.