Plan Ledger DOL Form 5500 · updated monthly

United States Energy Foundationbenefits

United States Energy Foundation Welfare Benefits Plan · SAN FRANCISCO, CA · plan year 2024

Broker compensation reported · 2024
$128,623

United States Energy Foundation's benefits plans covered 113 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $128,623 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,138 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 16% from $111,227 in 2023.

Insurance contracts · 20243
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 377 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 58 covered
BLUE CROSS OF CALIFORNIA · health drug dental ppopremiums n/a · 99 covered
Brokers & agents paid · 20244
FILICE INSURANCE AGENCY$88,735 · incl $4,772 fees
ACRISURE PARTNERS WEST COAST$9,710 · incl $2,835 fees
WARNER PACIFIC INSURANCE SERVICES$23,973 · incl $17,110 fees
ENROLLEASE$6,205 · incl $6,205 fees
Also brokered by Filice Insurance Agency5
Isolved, Inc. NC$274,485
Truepill, Inc. CA$272,670

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 831740146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.