Plan Ledger DOL Form 5500 · updated monthly

Farther Finance, Inc.benefits

Farther Finance, Inc. Health and Welfare Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$290,694

Farther Finance, Inc.'s benefits plans covered 364 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $290,694 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $799 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 126% from $128,526 in 2024.

Insurance contracts · 20256
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dentalpremiums n/a · 299 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · visionpremiums n/a · 276 covered
BLUE CROSS OF CALIFORNIA · health ppopremiums n/a · 619 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 367 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 367 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 217 covered
Brokers & agents paid · 20251
SEQUOIA BENEFITS & INS SVCS LLC$290,694 · incl $7,075 fees
Also brokered by Sequoia Benefits & Ins Svcs LLC5
Vast, Inc. CA$1,088,865
Nextpower, Inc CA$906,748
Adyen N.V. CA$700,745

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 834348882 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.