Plan Ledger DOL Form 5500 · updated monthly

Lusardi Construction Companybenefits

Lusardi Construction Company Employee Welfare Plan · SAN MARCOS, CA · plan year 2024

Broker compensation reported · 2024
$36,227

Lusardi Construction Company's benefits plans covered 161 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $123,475. Insurance brokers and agents were paid $36,227 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 29.3% of premiums. That is $225 per covered person, above the median for employer plans that report broker pay. Broker pay rose 26% from $28,844 in 2023.

Insurance contracts · 20244
STANDARD INSURANCE COMPANY · life ltd$123K · 161 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 369 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 161 covered
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION · dentalpremiums n/a · 131 covered
Brokers & agents paid · 20241
ABD INS. AND FINANCIAL SVCS., INC.$36,227 · incl $9,643 fees
Also brokered by Abd Ins. and Financial Svcs., Inc.5
Alteryx, Inc. CA$922,341
Medallia, Inc. CA$555,956

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 952159879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.