Plan Ledger DOL Form 5500 · updated monthly

Ethan Conrad Properties Inc.benefits

Ethan Conrad Properties Inc. Welfare Benefits Plan · SACRAMENTO, CA · plan year 2024

Previously filed as Ethan Conrad Properties, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$183,303

Ethan Conrad Properties Inc.'s benefits plans covered 198 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $183,303 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $926 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 21% from $151,460 in 2023.

Insurance contracts · 20246
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dentalpremiums n/a · 185 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 198 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 198 covered
CALIFORNIACHOICE · health drugpremiums n/a · 182 covered
VISION SERVICE PLAN · visionpremiums n/a · 161 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 137 covered
Brokers & agents paid · 20243
BEERE & PURVES, INC.$59,713
ARCHON LLC$9,491 · incl $9,491 fees
EDGEWOOD PARTNERS INSURANCE CENTER$114,099 · incl $1,629 fees
Also brokered by Beere & Purves, Inc.5
Upwork Inc. CA$203,922

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 943371030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.