Plan Ledger DOL Form 5500 · updated monthly

Social Good Fundbenefits

Social Good Fund Health and Welfare Benefits Plan · RICHMOND, CA · plan year 2024

Broker compensation reported · 2024
$156,826

Social Good Fund's benefits plans covered 152 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $156,826 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,032 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 17% from $134,159 in 2023.

Insurance contracts · 20244
ANTHEM BLUE CROSS · health drug ppopremiums n/a · 148 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · dental visionpremiums n/a · 220 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 37 covered
KAISER PERMANENTE · health drug hmopremiums n/a · 148 covered
Brokers & agents paid · 20243
USI INSURANCE SERVICES LLC$69,661 · incl $1,487 fees
EDGEWOOD PARTNERS INSURANCE CENTER$44,053 · incl $326 fees
Also brokered by Usi5
The Faison Center VA$1,640,677

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 461323531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.