Plan Ledger DOL Form 5500 · updated monthly

Serve Operating Co.benefits

Health and Welfare Plan · REDWOOD CITY, CA · plan year 2025

Broker compensation reported · 2025
$174,970

Serve Operating Co.'s benefits plan covered 322 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $174,970 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $543 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20252
CALIFORNIA CHOICE · health hmo ppopremiums n/a · 258 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 322 covered
Brokers & agents paid · 20253
ADVOCATE, INC.$109,009
WORD & BROWN$58,922
ALTERITY BROKER SOLUTIONS, INC.$7,039
Also brokered by Advocate, Inc.5
Gofundme, Inc. CA$447,920
Payscale, Inc. MA$253,578
Kiavi, Inc. PA$252,599

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 861547428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.