Plan Ledger DOL Form 5500 · updated monthly

Head-Royce Schoolbenefits

Head-Royce School Welfare Benefits Plan · OAKLAND, CA · plan year 2024

Broker compensation reported · 2024
$109,542

Head-Royce School's benefits plans covered 186 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $109,542 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $589 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 13% from $126,097 in 2023.

Insurance contracts · 20247
VISION SERVICE PLAN · visionpremiums n/a · 180 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 138 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 186 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 55 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 186 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 186 covered
BLUE CROSS OF CALIFORNIA · health drug ppopremiums n/a · 77 covered
Brokers & agents paid · 20245
FILICE INSURANCE AGENCY$79,390
ACRISURE PARTNERS WEST COAST$13,849 · incl $1 fees
ACRISURE WEST INSURANCE SERVICES$13,374 · incl $3,600 fees
ACRISURE LLC$1,363 · incl $1,363 fees
Also brokered by Filice Insurance Agency5
Isolved, Inc. NC$274,485
Truepill, Inc. CA$272,670

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 941518656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.