Plan Ledger DOL Form 5500 · updated monthly

Serendipity Hearing, Inc.benefits

Serendipity Hearing, Inc. Health and Welfare Plan · WESTMINSTER, CA · plan year 2025

Broker compensation reported · 2025
$62,374

Serendipity Hearing, Inc.'s benefits plans covered 148 active participants in 2025, providing health · life · dental · vision · short-term disability · other. Insurance brokers and agents were paid $62,374 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $421 per covered person, above the median for employer plans that report broker pay. Broker pay fell 4.9% from $65,575 in 2024.

Insurance contracts · 20256
PRINCIPAL LIFE INSURANCE COMPANY · dental vision lifepremiums n/a · 205 covered
HEALTH NET · health drug hmo ppopremiums n/a · 43 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 37 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 8 covered
AFLAC · stdpremiums n/a · 4 covered
Brokers & agents paid · 20256
SULLIVAN CURTIS MONROE INS. SVCS.$48,445
AMWINS CONNECT INS SVCS, LLC$6,193
EMERSON ROGERS, LLC$3,810 · incl $3,810 fees
COLONIAL - SEE ATTACHMENT$3,296 · incl $172 fees
WARNER PACIFIC INS SVCS INC$122 · incl $122 fees
3 individual agents · names withheld$508

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Sullivan Curtis Monroe Ins. Svcs.5
Arete Associates CA$338,359

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 273716562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.