Plan Ledger DOL Form 5500 · updated monthly

Lifehouse Agencybenefits

Lifehouse Agency Employees Welfare Benefit Plan · SAN RAFAEL, CA · plan year 2024

Broker compensation reported · 2024
$91,839

Lifehouse Agency's benefits plans covered 344 active participants in 2024, providing health · life · dental · vision · long-term disability. Insurance brokers and agents were paid $91,839 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $267 per covered person, above the median for employer plans that report broker pay. Broker pay rose 11% from $82,829 in 2023.

Insurance contracts · 20245
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 344 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dentalpremiums n/a · 256 covered
SUTTER HEALTH PLAN · health drug hmopremiums n/a · 21 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 344 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 281 covered
Brokers & agents paid · 20241
HEFFERNAN INSURANCE BROKERS$91,839 · incl $530 fees
Also brokered by Heffernan Insurance Brokers5
Amity Foundation CA$734,815
The New Iem, LLC CA$723,609
Acumen, LLC CA$333,445

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 946050196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.