Plan Ledger DOL Form 5500 · updated monthly

First to Servebenefits

First to Serve Wrap Plan · LOS ANGELES, CA · plan year 2024

Broker compensation reported · 2024
$38,302

First to Serve's benefits plans covered 290 active participants in 2024, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $38,302 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $132 per covered person, below the median for employer plans that report broker pay. Broker pay fell 2.3% from $39,218 in 2023.

Insurance contracts · 20243
CALIFORNIA DENTAL NETWORK, INC. · dentalpremiums n/a · 93 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 102 covered
PRINCIPAL LIFE INSURANCE COMPANY · vision lifepremiums n/a · 313 covered
Brokers & agents paid · 20242
PATRIOT GROWTH INSURANCE SVCS, LLC$37,249 · incl $882 fees
CENTERSTONE INS. AND FINANCIAL SVCS$1,053 · incl $1,053 fees
Also brokered by Patriot Growth Insurance Svcs, LLC5
Poppy Bank CA$149,149

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 912167028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.