Plan Ledger DOL Form 5500 · updated monthly

Roederer Estate Inc.benefits

Roederer Estate Inc. Medical Plan · OAKLAND, CA · plan year 2024

Broker compensation reported · 2024
$294,850

Roederer Estate Inc.'s benefits plans covered 227 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $294,850 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,299 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 121% from $133,634 in 2023.

Insurance contracts · 20248
CALIFORNIA PHYSICIANS' SERVICE · health drug hmo ppopremiums n/a · 165 covered
KAISER FOUNDATION HEALTH PLAN INC · health hmopremiums n/a · 28 covered
CALIFORNIA PHYSICIANS' SERVICE · health drug hmo ppopremiums n/a · 187 covered
KAISER FOUNDATION HEALTH PLAN INC · health hmopremiums n/a · 38 covered
CALIFORNIA PHYSICIANS' SERVICE · health drug hmo ppopremiums n/a · 168 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 62 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental visionpremiums n/a · 148 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 87 covered
Brokers & agents paid · 20242
ALLIANT INSURANCE SERVICES, INC.$172,468 · incl $118,571 fees
ALLIANT INSURANCE SERVICES INC$122,382 · incl $1,152 fees
Also brokered by Alliant5
Tyson Foods, Inc. AR$1,604,287
Stark Carpet Corp. NY$1,544,014

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 942847615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.