Plan Ledger DOL Form 5500 · updated monthly

Happy Money, Inc.benefits

Happy Money Welfare Benefits Plan · TORRANCE, CA · plan year 2025

Broker compensation reported · 2025
$121,327

Happy Money, Inc.'s benefits plans covered 119 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $121,327 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,020 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 39% from $197,680 in 2024.

Insurance contracts · 20258
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 23 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 2 covered
ANTHEM LIFE INSURANCE COMPANY · lifepremiums n/a · 120 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 41 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 59 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · dental visionpremiums n/a · 277 covered
BLUE CROSS OF CALIFORNIA · health drug ppopremiums n/a · 265 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 231 covered
Brokers & agents paid · 20252
THE BALDWIN GROUP WEST LLC$120,890 · incl $10,467 fees
PLANSOURCE BENEFIT ADMINISTRATION$437
Also brokered by The Baldwin Group West LLC5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 264419538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.