Plan Ledger DOL Form 5500 · updated monthly

Morris & Garritano Insurance Agency, Inc.benefits

Morris & Garritano Insurance Agency, Inc. Welfare Benefit Plan · SAN LUIS OBISPO, CA · plan year 2025

Broker compensation reported · 2025
$12,947

Morris & Garritano Insurance Agency, Inc.'s benefits plans covered 144 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $12,947 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $90 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20252
BLUE CROSS OF CALIFORNIA · health drug dental vision hmo ppopremiums n/a · 257 covered
PRINCIPAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 222 covered
Brokers & agents paid · 20253
MORRIS & GARRITANO INSURANCE AGENCY$6,436 · incl $6,436 fees
AMWINS CONNECT INSURANCE SERVICES$4,162 · incl $4,162 fees
MARSHBERRY CONNECT PLATFORM, LLC$2,349 · incl $2,349 fees
Also brokered by Morris & Garritano Insurance Agency5
Ixsystems CA$158,952

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 952304670 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.