Plan Ledger DOL Form 5500 · updated monthly

Genesis Capital, LLCbenefits

Genesis Capital, LLC Health & Welfare Employee Benefits · SHERMAN OAKS, CA · plan year 2023

Broker compensation reported · 2023
$111,504

Genesis Capital, LLC's benefits plan covered 165 active participants in 2023, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $111,504 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $676 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20236
AETNA LIFE INSURANCE COMPANY · health drug hmo ppopremiums n/a · 121 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life ltdpremiums n/a · 342 covered
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION · dentalpremiums n/a · 45 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 55 covered
AETNA HEALTH OF CALIFORNIA INC. · health drug hmopremiums n/a · 101 covered
Brokers & agents paid · 20231
USI INSURANCE SERVICES LLC$111,504 · incl $6,057 fees
Also brokered by Usi5
Bronco Wine Company CA$1,411,592

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 800966616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.