Plan Ledger DOL Form 5500 · updated monthly

Peoples Self Help Housing Corporationbenefits

People's Self-Help Housing Welfare Health Plan · SAN LUIS OBISPO, CA · plan year 2024

Broker compensation reported · 2024
$172,190

Peoples Self Help Housing Corporation's benefits plans covered 207 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $172,190 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $832 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 16% from $148,500 in 2023.

Insurance contracts · 20245
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · life std ltdpremiums n/a · 299 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 36 covered
CALIFORNIA PHYSICIANS' SERVICE · health drug dental vision lifepremiums n/a · 258 covered
ANTHEM LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 206,206 covered
STANDARD INSURANCE COMPANY · std ltdpremiums n/a · 207 covered
Brokers & agents paid · 20241
MORRIS & GARRITANO INSURANCE AGENCY$172,190 · incl $130,030 fees
Also brokered by Morris & Garritano Insurance Agency5
Ixsystems CA$141,895

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 952750154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.