Plan Ledger DOL Form 5500 · updated monthly

Poppy Bankbenefits

Poppy Bank Health and Welfare Plan · SANTA ROSA, CA · plan year 2025

Broker compensation reported · 2025
$196,268

Poppy Bank's benefits plans covered 253 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $196,268 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $776 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 17% from $168,056 in 2024.

Insurance contracts · 20253
CALIFORNIA PHYSICIANS SERVICE · health drug ppopremiums n/a · 135 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 472 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 203 covered
Brokers & agents paid · 20253
PATRIOT GROWTH INSURANCE SVCS, LLC$171,706 · incl $61,066 fees
CENTERSTONE INS. AND FIN. SVCS$24,357 · incl $24,357 fees
TOTALIS BENEFITS, INC.$205 · incl $205 fees
Also brokered by Patriot Growth Insurance Svcs, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 201904513 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.