Plan Ledger DOL Form 5500 · updated monthly

Hm Clause, Inc.benefits

Hm. Clause, Inc. Welfare Benefit Plan · DAVIS, CA · plan year 2024

Broker compensation reported · 2024
$33,931

Hm Clause, Inc.'s benefits plans covered 440 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $33,931 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $77 per covered person, below the median for employer plans that report broker pay. Broker pay rose 19% from $28,455 in 2023.

Insurance contracts · 20248
ARAG INSURANCE COMPANYpremiums n/a · 132 covered
DELTA DENTAL OF CALIFORNIA · dental hmopremiums n/a · 28 covered
HEALTH ADVOCATE SOLUTIONS, INC.premiums n/a · 389 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 440 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 90 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 458 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 440 covered
Brokers & agents paid · 20246
USI INSURANCE SERVICES, LLC$9,228 · incl $610 fees
Individual agent · names withheld$110

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 941695235 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.