Plan Ledger DOL Form 5500 · updated monthly

Robert a Smith, Inc.benefits

Bob Smith Bmw/Mini Health & Welfare Plan · CALABASAS, CA · plan year 2024

Broker compensation reported · 2024
$52,317

Robert a Smith, Inc.'s benefits plans covered 115 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $52,317 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $455 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 7.4% from $56,477 in 2023.

Insurance contracts · 20245
CALIFORNIA DENTAL NETWORK, INC. · dentalpremiums n/a · 21 covered
AMERICAN FIDELITY ASSURANCE COMPANY · health std ltdpremiums n/a · 65 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision lifepremiums n/a · 21 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental vision lifepremiums n/a · 141 covered
CALIFORNIA PHYSICIANS' SERVICE · health drug hmo ppopremiums n/a · 106 covered
Brokers & agents paid · 20244
DIGITAL INSURANCE LLC$49,491 · incl $44,883 fees
CENTRO BENEFITS RESEARCH, LLC$2,450 · incl $2,145 fees
COMPREHENSIVE FINANCIAL & INS SVCS$153
Also brokered by Digital Insurance LLC5
Ciox Health, LLC AZ$676,187

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 951904354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.