Plan Ledger DOL Form 5500 · updated monthly

Financial Statement Services, Inc.benefits

Financial Statement Services Welfare Benefits Plan · SANTA ANA, CA · plan year 2024

Broker compensation reported · 2024
$213,058

Financial Statement Services, Inc.'s benefits plans covered 214 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $213,058 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $996 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 14% from $186,122 in 2023.

Insurance contracts · 20246
HOLMAN PROFESSIONAL COUNSELING CENTERSpremiums n/a · 213 covered
VISION SERVICE PLAN · visionpremiums n/a · 200 covered
RELIASTAR LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 320 covered
CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) · health drug hmo ppopremiums n/a · 394 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dentalpremiums n/a · 202 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 11 covered
Brokers & agents paid · 20243
THE BALDWIN GROUP WEST LLC$179,836 · incl $145,141 fees
ENROLLEASE, INC DBA EASECENTRAL$125
Also brokered by Rsc Insurance Brokerage, Inc.5
Alita Care, LLC AZ$366,327

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 330032400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.