Plan Ledger DOL Form 5500 · updated monthly

People's Self-Help Housing Corporationbenefits

People's Self-Help Housing Welfare Health Plan · SAN LUIS OBISPO, CA · plan year 2025

Broker compensation reported · 2025
$177,389

People's Self-Help Housing Corporation's benefits plan covered 229 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $177,389 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $775 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20256
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 43 covered
CALIFORNIA PHYSICIANS' SERVICE · health drug dental vision hmo ppopremiums n/a · 264 covered
ANTHEM LIFE INSURANCE COMPANY · ltdpremiums n/a · 228 covered
ANTHEM LIFE INSURANCE COMPANY · stdpremiums n/a · 228 covered
BLUE SHIELD OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANY · lifepremiums n/a · 108 covered
Brokers & agents paid · 20252
MORRIS & GARRITANO INSURANCE AGENCY$100,537 · incl $71,020 fees
IMA, INC.$76,852 · incl $59,137 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 952750154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.