Plan Ledger DOL Form 5500 · updated monthly

Palo Alto University, Inc.benefits

Palo Alto University, Inc. Welfare Benefits Plan · PALO ALTO, CA · plan year 2024

Broker compensation reported · 2024
$141,105

Palo Alto University, Inc.'s benefits plans covered 159 active participants in 2024, providing health · life · dental · vision · long-term disability. Insurance brokers and agents were paid $141,105 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $887 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 7.3% from $131,519 in 2023.

Insurance contracts · 20243
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 53 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life ltdpremiums n/a · 159 covered
CALIFORNIA PHYSICIANS SERVICE · health drugpremiums n/a · 73 covered
Brokers & agents paid · 20242
RBG SAN JOSE$46,302
MARSH & MCLENNAN AGENCY LLC$94,803 · incl $7,661 fees
Also brokered by Rbg San Jose4

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 942340692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.