Plan Ledger DOL Form 5500 · updated monthly

Joni and Friendsbenefits

Joni and Friends Employee Benefit Plan · AGOURA HILLS, CA · plan year 2024

Broker compensation reported · 2024
$126,673

Joni and Friends's benefits plans covered 212 active participants in 2024, providing health · life · dental · vision · long-term disability · short-term disability · other. Insurance brokers and agents were paid $126,673 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $598 per covered person, in the top quarter of employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 20245
ANTHEM BLUE CROSS · health drug ppopremiums n/a · 162 covered
CALIFORNIA PHYSICIANS' SERVICE · health drug dental ppopremiums n/a · 191 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 42 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 254 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 212 covered
Brokers & agents paid · 20242
BB&H BENEFIT DESIGNS$107,365 · incl $22 fees
BB&H BENEFIT DESIGNS INSURANCE SERV$19,308
Also brokered by Bb&H Benefit Designs5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 953402002 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.