Plan Ledger DOL Form 5500 · updated monthly

Social Finance, Inc.benefits

Social Finance, Inc. Welfare Benefits Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$634,428

Social Finance, Inc.'s benefits plans covered 4,972 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $64,577,873. Insurance brokers and agents were paid $634,428 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 1.0% of premiums. That is $128 per covered person, below the median for employer plans that report broker pay. Broker pay rose 17% from $542,364 in 2024.

Insurance contracts · 202510
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug ppo$64.6M · 9,924 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 4,437 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 343 covered
AMERITAS LIFE INSURANCE CORP. · visionpremiums n/a · 9,867 covered
DELTA DENTAL OF CALIFORNIA · dentalpremiums n/a · 10,810 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 4,914 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 4,437 covered
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELDpremiums n/a · 1,497 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 1 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 56 covered
Brokers & agents paid · 20258
WILLIS TOWERS WATSON INS SVCS WEST$543,333 · incl $18,000 fees
WILLIS OF NORTH CALIFORNIA INC$9,606 · incl $9,606 fees
CRAIG W HEPNER$2,477
INTEGRITY ASSET SERVICES LLC$1,857
SELF DEFINED INC$619
Also brokered by Wtw5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 452499523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.