Plan Ledger DOL Form 5500 · updated monthly

United Business Bankbenefits

United Business Bank Health and Welfare · WALNUT CREEK, CA · plan year 2024

Broker compensation reported · 2024
$220,186

United Business Bank's benefits plans covered 330 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $220,186 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $667 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 16% from $190,070 in 2023.

Insurance contracts · 20245
BLUE CROSS OF CALIFORNIA · health drug ppopremiums n/a · 173 covered
VISION SERVICE PLAN · visionpremiums n/a · 291 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health drug hmopremiums n/a · 11 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 330 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 305 covered
Brokers & agents paid · 20244
BEERE & PURVES, INC.$34,205 · incl $34,205 fees
EXPERTQUOTE, INC.$156,444
ARCHON, LLC$29,491 · incl $29,491 fees
ENROLLEASE, INC.$46
Also brokered by Beere & Purves, Inc.5
Upwork Inc. CA$203,922

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 200910111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.