Plan Ledger DOL Form 5500 · updated monthly

Included Health, Inc.benefits

Included Health, Inc. Welfare Plan · SAN FRANCISCO, CA · plan year 2024

Broker compensation reported · 2024
$291,618

Included Health, Inc.'s benefits plans covered 1,162 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $224,230. Insurance brokers and agents were paid $291,618 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 130.1% of premiums. That is $251 per covered person, above the median for employer plans that report broker pay. Broker pay rose 23% from $236,845 in 2023.

Insurance contracts · 20248
VISION SERVICE PLAN · vision$224K · 1,060 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 1,250 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 265 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 648 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 380 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug dental visionpremiums n/a · 1 covered
ARAG INSURANCE COMPANYpremiums n/a · 304 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 2,087 covered
Brokers & agents paid · 20249
MERCER HEALTH & BENEFITS LLC$129,103 · incl $3,791 fees
HUB INTL MIDWEST LIMITED$17,941 · incl $5,812 fees
MERCER HUMAN RESOURCE CONSULTING$13,239 · incl $13,239 fees
MERCER HEALTH & BENEFITS ADMIN LLC$28,185 · incl $2,331 fees
MERCER HEALTH AND BENEFITS ADMN LLC$11,971 · incl $1,004 fees
HUB INTERNATIONAL MIDWEST LIMITED$71,195 · incl $264 fees
HUB INTERNATIONAL$5,032 · incl $5,032 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 453580052 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.