Plan Ledger DOL Form 5500 · updated monthly

Phoenix American Incorporatedbenefits

Phoenix American Incorporated Medical, Dental and Vision Plan · LARKSPUR, CA · plan year 2024

Broker compensation reported · 2024
$22,556

Phoenix American Incorporated's benefits plans covered 68 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $22,556 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $332 per covered person, above the median for employer plans that report broker pay. Broker pay fell 32% from $33,378 in 2023.

Insurance contracts · 20244
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 14 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental visionpremiums n/a · 58 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 2 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 68 covered
Brokers & agents paid · 20243
INTERWEST INSURANCE SERVICES, LLC$9,221
SELMAN & COMPANY, LLC$1,612 · incl $1,612 fees
Also brokered by Interwest Insurance Services, LLC5
E Center CA$112,400

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 680229891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.