Plan Ledger DOL Form 5500 · updated monthly

Palo Alto Foundation Medical Groupbenefits

Palo Alto Foundation Medical Group, Inc. Health and Welfare Plan · LOS ALTOS, CA · plan year 2025

Broker compensation reported · 2025
$709,266

Palo Alto Foundation Medical Group's benefits plans covered 2,008 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $14,310,311. Insurance brokers and agents were paid $709,266 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.0% of premiums. That is $353 per covered person, above the median for employer plans that report broker pay. Broker pay rose 31% from $542,310 in 2024.

Insurance contracts · 20255
STANDARD INSURANCE COMPANY · life std ltd$14.3M · 2,007 covered
CONCERN EAPpremiums n/a · 2,016 covered
SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP · stop-losspremiums n/a · 1,897 covered
ANTHEM BLUE CROSS · health drug ppopremiums n/a · 147 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 2,260 covered
Brokers & agents paid · 20252
VITA INSURANCE ASSOCIATES, INC.$541,211
AGIS NETWORK INSURANCE SERVICE$168,055
Also brokered by Vita Insurance Associates, Inc.5
Psiquantum CA$386,993

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 510656809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.