Plan Ledger DOL Form 5500 · updated monthly

The Carpenter Groupbenefits

The Carpenter Group Health & Welfare Plan · SAN FRANCISCO, CA · plan year 2023

Broker compensation reported · 2023
$65,572

The Carpenter Group's benefits plan covered 98 active participants in 2023, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $65,572 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $669 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20235
CALIFORNIA PHYSICIANS SERVICE · health drug hmo ppopremiums n/a · 68 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 99 covered
PRINCIPAL LIFE INSURANCE COMPANY · dentalpremiums n/a · 168 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 34 covered
Brokers & agents paid · 20232
GALLAGHER BENEFIT SERVICES, INC.$58,821 · incl $38,811 fees
ALLIANT INSURANCE SERVICES, INC.$6,751 · incl $106 fees
Also brokered by Gallagher5
Prisma Health SC$6,161,180

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 941167896 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.