Plan Ledger DOL Form 5500 · updated monthly

Talkdesk, Inc.benefits

Talkdesk Health and Welfare Plan · COVINA, CA · plan year 2024

Broker compensation reported · 2024
$334,641

Talkdesk, Inc.'s benefits plans covered 487 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $334,641 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $687 per covered person, in the top 10% of employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 20243
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 36 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 440 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 487 covered
Brokers & agents paid · 20242
LUMITY, INC.$332,446 · incl $2,903 fees
ALERA GROUP, INC.$2,195 · incl $2,195 fees
Also brokered by Lumity, Inc.5
Axtria Inc NJ$275,743
Whatnot CA$169,055

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 900767522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.