Plan Ledger DOL Form 5500 · updated monthly

Modern Treasury Corporationbenefits

Modern Treasury Corporation Health & Welfare Plan · SAN FRANCISCO, CA · plan year 2024

Broker compensation reported · 2024
$163,844

Modern Treasury Corporation's benefits plans covered 165 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $163,844 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $993 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 19% from $138,163 in 2023.

Insurance contracts · 20244
BLUE CROSS OF CALIFORNIA · health drug ppopremiums n/a · 239 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 27 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 183 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug ppopremiums n/a · 4 covered
Brokers & agents paid · 20243
ABD INS. AND FINANCIAL SVCS., INC.$117,955 · incl $276 fees
WARNER PACIFIC INS SVCS INC$32,293 · incl $32,293 fees
WARNER PACIFIC INSURANCE SERVI$13,596
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 830557911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.