Plan Ledger DOL Form 5500 · updated monthly

Serena & Lily, Inc.benefits

Serena & Lily, Inc. Employee's Welfare Benefit Plan · SAUSALITO, CA · plan year 2024

Broker compensation reported · 2024
$287,815

Serena & Lily, Inc.'s benefits plans covered 420 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $287,815 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $685 per covered person, in the top 10% of employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 20247
UNITED HEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 567 covered
GUARDIAN · dental visionpremiums n/a · 364 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 420 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 82 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 118 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 420 covered
Brokers & agents paid · 20243
COLONIAL LIFE & ACCIDENT$21,228 · incl $10,694 fees
FILICE INSURANCE AGENCY$50,789 · incl $12,596 fees
Also brokered by Colonial Life & Accident5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 205856840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.