Plan Ledger DOL Form 5500 · updated monthly

Mark Thomas & Companybenefits

Mark Thomas & Co. , Inc. Employees Welfare Benefit Plan · SAN JOSE, CA · plan year 2024

Broker compensation reported · 2024
$271,970

Mark Thomas & Company's benefits plans covered 376 active participants in 2024, providing health · life · dental · vision · short-term disability · death benefits · other. Insurance brokers and agents were paid $271,970 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $723 per covered person, in the top 10% of employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 20248
CALIFORNIA PHYSICIANS' SERVICE · health drugpremiums n/a · 394 covered
AMERITAS LIFE INSURANCE COMPANY · visionpremiums n/a · 739 covered
GUARDIAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 376 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 161 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 49 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 222 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health drug hmopremiums n/a · 4 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 334 covered
Brokers & agents paid · 20242
EDGEWOOD PARTNERS INSURANCE CENTER$271,809 · incl $167,712 fees
EDGEWOOD PARTNERS INS CTR$161
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 941451490 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.