Plan Ledger DOL Form 5500 · updated monthly

Parallel Advisors LLCbenefits

Parallel Advisors LLC Welfare Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$47,478

Parallel Advisors LLC's benefits plans covered 132 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $47,478 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $360 per covered person, above the median for employer plans that report broker pay. Broker pay was essentially unchanged from 2024.

Insurance contracts · 20255
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 256 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 22 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug ppopremiums n/a · 5 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug hmopremiums n/a · 1 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 1 covered
Brokers & agents paid · 20254
NORTHGATE BENEFITS AND INS SVS$35,181
AMWINS CONNECT INS SERVICES$11,656 · incl $11,656 fees
NORTHGATE BENEFITS & INSURANCE SERV$346
Individual agent · names withheld$295

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 204420591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.