Plan Ledger DOL Form 5500 · updated monthly

Swa Groupbenefits

Swa Group Welfare Benefit Plan · SAUSALITO, CA · plan year 2024

Broker compensation reported · 2024
$51,975

Swa Group's benefits plans covered 214 active participants in 2024, providing dental. Insurance brokers and agents were paid $51,975 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $243 per covered person, above the median for employer plans that report broker pay. Broker pay fell 51% from $106,587 in 2023.

Insurance contracts · 20244
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 82 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 55 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 217 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 217 covered
Brokers & agents paid · 20241
MERCER HEALTH AND BENEFITS, LLC$51,975 · incl $1,058 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 941483448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.