Plan Ledger DOL Form 5500 · updated monthly

Menlo Schoolbenefits

Menlo School · ATHERTON, CA · plan year 2024

Broker compensation reported · 2024
$199,975

Menlo School's benefits plans covered 216 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $199,975 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $926 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 17% from $170,569 in 2023.

Insurance contracts · 20246
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 134 covered
AETNA LIFE INSURANCE COMPANY · health drug dental ppopremiums n/a · 426 covered
HALCYON BEHAVIORAL. LLCpremiums n/a · 219 covered
VISION SERVICE PLAN · visionpremiums n/a · 215 covered
AETNA HEALTH, INC. · health hmopremiums n/a · 20 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 216 covered
Brokers & agents paid · 20241
VITA INSURANCE ASSOCIATES, INC.$199,975 · incl $6,227 fees
Also brokered by Vita Insurance Associates, Inc.5
Psiquantum CA$257,977

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 943204137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.