Plan Ledger DOL Form 5500 · updated monthly

Financial Technology Partners LPbenefits

Financial Technology Partners, LP Health and Welfare Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$40,272

Financial Technology Partners LP's benefits plan covered 174 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $40,272 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $231 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20252
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 179 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 22 covered
Brokers & agents paid · 20251
MARSH & MCLENNAN AGENCY LLC$40,272 · incl $5,506 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 204542623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.