Plan Ledger DOL Form 5500 · updated monthly

Spa Havens, LLC dba Cal-A-Viebenefits

Cal-A-Vie Welfare Benefits Plan · VISTA, CA · plan year 2024

Broker compensation reported · 2024
$63,114

Spa Havens, LLC dba Cal-A-Vie's benefits plans covered 141 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $63,114 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $448 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 16% from $54,248 in 2023.

Insurance contracts · 20248
AETNA HEALTH, INC. · health hmopremiums n/a · 81 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 141 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 76 covered
AETNA LIFE INSURANCE COMPANY · healthpremiums n/a · 15 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 141 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 119 covered
AFLAC · stdpremiums n/a · 17 covered
AFLAC · stdpremiums n/a · 5 covered
Brokers & agents paid · 20248
MCGRIFF INSURANCE SERVICES INC$38,170 · incl $765 fees
MCGRIFF INSURANCE SERVICES, INC$8,231 · incl $1,305 fees
J&J KRENKLER INSURANCE SERVICES$684 · incl $10 fees
RMANN GROUP INC$67
26 individual agents · names withheld$1,598

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 McGriff5
El Camino Hospital CA$1,115,318

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 621822169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.