Plan Ledger DOL Form 5500 · updated monthly

The Geneva Foundationbenefits

The Geneva Foundation Welfare Benefit Plan · TACOMA, WA · plan year 2025

Broker compensation reported · 2025
$43,324

The Geneva Foundation's benefits plans covered 286 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $169,525. Insurance brokers and agents were paid $43,324 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 25.6% of premiums. That is $151 per covered person, below the median for employer plans that report broker pay. Broker pay rose 8.2% from $40,050 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF WASHINGTON · dental$170K · 428 covered
VISION SERVICE PLAN · visionpremiums n/a · 210 covered
UNIVERSITY HEALTH ALLIANCE · health drug ppopremiums n/a · 4 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 286 covered
Brokers & agents paid · 20252
PROPEL INSURANCE AGENCY, LLC$35,511
ALERA GROUP, INC.$7,813 · incl $7,813 fees
Also brokered by Propel Insurance Agency, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 911593913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.