Plan Ledger DOL Form 5500 · updated monthly

Smart Energy Systems, Inc.benefits

Smart Energy Systems, Inc. Welfare Benefits Plan · IRVINE, CA · plan year 2023

Broker compensation reported · 2023
$150,566

Smart Energy Systems, Inc.'s benefits plan covered 134 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $150,566 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,124 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20238
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 54 covered
CALIFORNIA PHYSICIANS SERVICE · health drugpremiums n/a · 96 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 48 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 234 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 134 covered
SAFEGUARD HEALTH PLANS, INC. · dental hmopremiums n/a · 33 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 58 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 56 covered
Brokers & agents paid · 20235
AMWINS CONNECT INSURANCE SERVICES$31,181 · incl $31,181 fees
PATRIOT GROWTH INSURANCE SERVICES$106,731 · incl $75,114 fees
INTREPID SOLUTIONS INSURANCE$6,266
AMWINS CONNECT INSURANCE$4,342
GI GEORGE PARENT LP$2,046 · incl $2,046 fees
Also brokered by Amwins Connect Insurance Services5
Eis Group Inc CA$67,728
Vuori, Inc. CA$65,876

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 460760246 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.