Plan Ledger DOL Form 5500 · updated monthly

Iterable, Inc.benefits

Iterable, Inc. Welfare Benefits Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$77,336

Iterable, Inc.'s benefits plans covered 500 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $65,961. Insurance brokers and agents were paid $77,336 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 117.2% of premiums. That is $155 per covered person, below the median for employer plans that report broker pay. Broker pay fell 15% from $90,624 in 2024.

Insurance contracts · 202511
VISION SERVICE PLAN · vision$66K · 445 covered
FOUR EVER LIFE INSURANCE COMPANY · healthpremiums n/a · 2 covered
FOUR EVER LIFE INSURANCE COMPANY · healthpremiums n/a
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health drug hmopremiums n/a · 13 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 1 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 59 covered
UNUM INSURANCE COMPANYpremiums n/a · 47 covered
UNUM INSURANCE COMPANYpremiums n/a · 32 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 504 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 504 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 1 covered
Brokers & agents paid · 20253
SEQUOIA BENEFITS LLC$49,573 · incl $9,357 fees
SEQUOIA BENEFITS INSURANCE SERVICES$3,818
SEQUOIA BENEFITS INS SERVICES, LLC$23,945 · incl $29 fees
Also brokered by Sequoia Benefits LLC5
Tia, Inc. CA$109,583

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 462289594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.