Plan Ledger DOL Form 5500 · updated monthly

Planful, Inc.benefits

Planful, Inc. Health & Welfare Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$49,613

Planful, Inc.'s benefits plans covered 166 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $49,613 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $299 per covered person, above the median for employer plans that report broker pay. Broker pay rose 39% from $35,598 in 2024.

Insurance contracts · 20254
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dental visionpremiums n/a · 164 covered
ANTHEM LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 168 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 58 covered
Brokers & agents paid · 20251
ABD INS. AND FINANCIAL SVCS., INC.$49,613 · incl $1,459 fees
Also brokered by Abd Ins. and Financial Svcs., Inc.5
Plaid, Inc. CA$586,999
Medallia, Inc. CA$567,825
Planet Labs Pbc CA$396,097

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 431887396 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.