Plan Ledger DOL Form 5500 · updated monthly

The Classical Academy Inc.benefits

The Classical Academies Health and Welfare Plan · ESCONDIDO, CA · plan year 2024

Broker compensation reported · 2024
$226,873

The Classical Academy Inc.'s benefits plans covered 450 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $226,873 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $504 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 23% from $184,912 in 2023.

Insurance contracts · 202410
CATILIZE HEALTH, INC. · healthpremiums n/a · 144 covered
UNUM INSURANCE COMPANYpremiums n/a · 178 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 171 covered
KAISER FOUNDATION HEALTH PLAN INC · health drugpremiums n/a · 289 covered
LANDMARK HEALTHPLANpremiums n/a · 38 covered
UNUM INSURANCE COMPANYpremiums n/a · 142 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 137 covered
UNUM INSURANCE COMPANYpremiums n/a · 161 covered
AETNA LIFE INSURANCE CO. · visionpremiums n/a · 631 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 450 covered
Brokers & agents paid · 20246
KEENAN & ASSOC - JEFFREY MIZOKAWA$26,263
COMPLETECARE$12,675 · incl $12,675 fees
VOLUNTARY BENEFIT ADVISORS$83,011 · incl $4,919 fees
KEENAN & ASSOCIATES$69,869 · incl $206 fees
LAURIE LOFRANCO$1,449
Also brokered by Amwins Connect Insurance Services5
Vuori, Inc. CA$133,516
Intellisurvey CA$106,637

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 330857665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.