Plan Ledger DOL Form 5500 · updated monthly

The Kelleher Corporationbenefits

The Kelleher Corporation Health and Welfare Plan · SAN RAFAEL, CA · plan year 2024

Broker compensation reported · 2024
$226,911

The Kelleher Corporation's benefits plans covered 268 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $226,911 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $847 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 17% from $193,474 in 2023.

Insurance contracts · 20246
BLUE CROSS OF CALIFORNIA · health drug hmo ppopremiums n/a · 85 covered
VISION SERVICE PLAN · visionpremiums n/a · 91 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 19 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 39 covered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · dental life std ltdpremiums n/a · 268 covered
CALIFORNIA DENTAL NETWORK, INC. · dentalpremiums n/a · 17 covered
Brokers & agents paid · 20243
EDGEWOOD PARTNERS INSURANCE CENTER$183,366 · incl $12,180 fees
BEERE & PURVES INC.$34,059 · incl $34,059 fees
PROFESSIONAL GROUP PLANS$9,486 · incl $9,486 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 942185173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.