Plan Ledger DOL Form 5500 · updated monthly

Philz Coffee, Inc.benefits

Philz Coffee Health and Welfare Plan · OAKLAND, CA · plan year 2024

Broker compensation reported · 2024
$122,229

Philz Coffee, Inc.'s benefits plans covered 315 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $122,229 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $388 per covered person, above the median for employer plans that report broker pay. Broker pay rose 110% from $58,163 in 2023.

Insurance contracts · 20244
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 61 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 800 covered
CALIFORNIA PHYSICIANS SERVICE · health drug dental vision hmopremiums n/a · 137 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 111 covered
Brokers & agents paid · 20242
SEQUOIA BENEFITS & INS SVCS LLC$79,168 · incl $54,287 fees
Also brokered by Sequoia Benefits & Ins Svcs LLC5
Sequoia One Peo, LLC AZ$34,624,280
Spring Care, Inc. NY$1,010,794
Anthropic Pbc CA$785,958

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 208459997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.