Plan Ledger DOL Form 5500 · updated monthly

Fertility Holdingsbenefits

Fertility Holdings Welfare Wrap Benefit Plan · SAN DIEGO, CA · plan year 2024

Broker compensation reported · 2024
$426,024

Fertility Holdings's benefits plans covered 782 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $426,024 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $545 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20243
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision life std ltdpremiums n/a · 740 covered
BLUE CROSS OF CALIFORNIA · health drug hmo ppopremiums n/a · 672 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 138 covered
Brokers & agents paid · 20244
LOCKTON COMPANIES, LLC$315,191 · incl $27,575 fees
PROFESSIONAL GROUP PLANS, INC.$48,366 · incl $48,366 fees
NEESENROLL, INC.$37,481
KRISTY NICOLE COLGATE$24,986
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 861208750 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.