Plan Ledger DOL Form 5500 · updated monthly

Standish Management, LLCbenefits

Standish Management, LLC Employee Benefits Plan · WALNUT CREEK, CA · plan year 2023

Broker compensation reported · 2023
$389,779

Standish Management, LLC's benefits plans covered 328 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $470,971. Insurance brokers and agents were paid $389,779 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 82.8% of premiums. That is $1,188 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 202320
MOTIVHEALTH · drug stop-loss$471K · 185 covered
THE GUARDIAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 190 covered
VISION SERVICE PLAN · visionpremiums n/a · 89 covered
KAISER FOUNDATION HEALTH PLAN · healthpremiums n/a · 13 covered
VISION SERVICE PLAN · visionpremiums n/a · 145 covered
GUARDIAN LIFE · dental life std ltdpremiums n/a · 277 covered
KAISER FOUNDATION HEALTH PLAN · healthpremiums n/a · 12 covered
KAISER FOUNDATION HEALTH PLAN · healthpremiums n/a · 14 covered
VISION SERVICE PLAN · visionpremiums n/a · 170 covered
GUARDIAN LIFE · dental life std ltdpremiums n/a · 323 covered
CIGNA HEALTH AND LIFE INSURANCE · healthpremiums n/a · 363 covered
GUARDIAN LIFE · dental life std ltdpremiums n/a · 409 covered
KAISER FOUNDATION HEALTH PLAN · healthpremiums n/a · 40 covered
CIGNA HEALTH AND LIFE INSURANCE · healthpremiums n/a · 880 covered
GUARDIAN LIFE · dental life std ltdpremiums n/a · 533 covered
KAISER FOUNDATION HEALTH PLAN INC. · healthpremiums n/a · 45 covered
VISION CARE · visionpremiums n/a · 258 covered
KAISER FOUNDATION HEALTH PLAN · healthpremiums n/a · 37 covered
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 30 covered
GUARDIAN · dental life std ltdpremiums n/a
Brokers & agents paid · 20239
PE INSURANCE SERVICES$240,321
PE INSURANCE SERVICES, LLC$25,716 · incl $1,569 fees
BROWN & BROWN INSURANCE SERVICES$36,869 · incl $5,683 fees
MARIBEL ORTIZ$4,935
AMY MENSEN$3,498
PE INSURANCE SERVICES LLC$59,176
JOHN D SNYDER$11,625
JOHN DAVID SNYDER$6,187
TELEMON HUMAN CAPITAL RESOURCES$1,452
Also brokered by Pe Insurance Services1

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 262785172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.