Plan Ledger DOL Form 5500 · updated monthly

The Santa Lucia Preserve Companybenefits

The Santa Lucia Preserve Company Welfare Plan · CARMEL, CA · plan year 2024

Broker compensation reported · 2024
$13,182

The Santa Lucia Preserve Company's benefits plans covered 177 active participants in 2024, providing health · life · dental · vision · long-term disability · short-term disability. Insurance brokers and agents were paid $13,182 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $74 per covered person, below the median for employer plans that report broker pay. Broker pay fell 1.1% from $13,323 in 2023.

Insurance contracts · 20242
PRINCIPAL LIFE INSURANCE COMPANY · dental vision ppopremiums n/a · 280 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 177 covered
Brokers & agents paid · 20241
EDGEWOOD PARTNERS INSURANCE CENTER$13,182 · incl $1,085 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 261261408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.