Plan Ledger DOL Form 5500 · updated monthly

Taxrise Inc.benefits

Taxrise Inc. Welfare Benefits Plan · IRVINE, CA · plan year 2024

Broker compensation reported · 2024
$65,413

Taxrise Inc.'s benefits plans covered 210 active participants in 2024, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $65,413 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $311 per covered person, above the median for employer plans that report broker pay. Broker pay rose 57% from $41,694 in 2023.

Insurance contracts · 20244
SAFEGUARD HEALTH PLANS, INC. · dentalpremiums n/a · 94 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision lifepremiums n/a · 241 covered
AETNA HEALTH, INC. · health drug hmopremiums n/a · 146 covered
AETNA LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 67 covered
Brokers & agents paid · 20243
DIGITAL INSURANCE LLC$47,289 · incl $4,013 fees
CENTRO BENEFITS RESEARCH LLC$6,263 · incl $1,396 fees
MARSH & MCLENNAN AGENCY LLC$11,861 · incl $273 fees
Also brokered by Digital Insurance LLC5
Ciox Health, LLC AZ$676,187

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 824065754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.