Plan Ledger DOL Form 5500 · updated monthly

Sage Oak Charter Schoolsbenefits

Sage Oak Charter Health and Welfare Benefit Plan · REDLANDS, CA · plan year 2024

Broker compensation reported · 2024
$314,349

Sage Oak Charter Schools's benefits plans covered 386 active participants in 2024, providing health · life · dental · vision · death benefits · other. Insurance brokers and agents were paid $314,349 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $814 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 25% from $252,143 in 2023.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug hmo ppopremiums n/a · 109 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 438 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 991 covered
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION · dentalpremiums n/a · 375 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 388 covered
Brokers & agents paid · 20242
ABD INS. AND FINANCIAL SVCS., INC.$258,183 · incl $6,649 fees
WORD & BROWN INSURANCE$56,166 · incl $42,897 fees
Also brokered by Abd Ins. and Financial Svcs., Inc.5
Alteryx, Inc. CA$922,341
Medallia, Inc. CA$555,956

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 474121914 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.