Plan Ledger DOL Form 5500 · updated monthly

Medallia, Inc.benefits

The Medallia, Inc. Welfare Benefits Plan · PLEASANTON, CA · plan year 2025

Broker compensation reported · 2025
$568,296

Medallia, Inc.'s benefits plans covered 874 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $568,296 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $650 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 2.0% from $557,061 in 2024.

Insurance contracts · 20259
BLUE CROSS OF CALIFORNIA · health drug ppopremiums n/a · 1,759 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 1,726 covered
VISION SERVICE PLAN · visionpremiums n/a · 797 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 874 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 348 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health drug hmopremiums n/a · 12 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 141 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 112 covered
Brokers & agents paid · 20253
ABD INS. AND FINANCIAL SVCS., INC.$567,825 · incl $74,459 fees
IMG$219 · incl $219 fees
Individual agent · names withheld$252

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Abd Ins. and Financial Svcs., Inc.5
Plaid, Inc. CA$586,999
Planet Labs Pbc CA$396,097
Concertai, LLC PA$366,498

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 770558353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.