Plan Ledger DOL Form 5500 · updated monthly

Healthsmart Management Services Organization Incbenefits

Healthsmart Management Services Organization Inc Employee Benefits Plan · SAN MARCOS, CA · plan year 2024

Broker compensation reported · 2024
$215,196

Healthsmart Management Services Organization Inc's benefits plans covered 251 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $215,196 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $857 per covered person, in the top 10% of employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 20245
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 86 covered
BLUE CROSS OF CALIFORNIA · health dental hmo ppopremiums n/a · 212 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 90 covered
PRINCIPAL LIFE INSURANCE COMPANY · lifepremiums n/a · 149 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · visionpremiums n/a · 196 covered
Brokers & agents paid · 20243
JACARANDA INSURANCE AGENCY INC$199,739
EMPLOYERS RESOURCE$10,305
AMWINS CONNECT INSURANCE SERVICES$5,152 · incl $5,152 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 931209030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.