Plan Ledger DOL Form 5500 · updated monthly

The Overlake Schoolbenefits

The Overlake School Employee Benefit Plan · REDMOND, WA · plan year 2024

Broker compensation reported · 2024
$81,181

The Overlake School's benefits plans covered 125 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $149,068. Insurance brokers and agents were paid $81,181 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 54.5% of premiums. That is $649 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 4.0% from $78,095 in 2023.

Insurance contracts · 20245
DELTA DENTAL OF WASHINGTON · dental$149K · 212 covered
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. · health drug ppopremiums n/a · 163 covered
VISION SERVICE PLAN · visionpremiums n/a · 118 covered
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · health drug hmopremiums n/a · 33 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life std ltdpremiums n/a · 125 covered
Brokers & agents paid · 20243
PROPEL INSURANCE AGENCY, LLC$78,037
ALERA GROUP, INC.$1,567 · incl $1,567 fees
WATCHTOWER TECHNOLOGIES, INC.$1,577 · incl $1,494 fees
Also brokered by Propel Insurance Agency, LLC5
The Eby Group KS$237,994
La Clinica OR$156,421

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 910814431 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.