Westpac Investments Inc.benefits
Westpac Investments Inc. Health and Welfare Benefits Plan · SAN LUIS OBISPO, CA · plan year 2024
Broker compensation reported · 2024
$79,584
Westpac Investments Inc.'s benefits plans covered 212 active participants in 2024, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $79,584 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $375 per covered person, above the median for employer plans that report broker pay. Broker pay rose 3.9% from $76,610 in 2023.
Insurance contracts · 20243
PRINCIPAL LIFE INSURANCE COMPANY · dental vision lifepremiums n/a · 249 covered
BLUE CROSS BLUE SHIELD ARIZONA · health drugpremiums n/a · 13 covered
BLUE CROSS OF CALIFORNIA · health drugpremiums n/a · 92 covered
Brokers & agents paid · 20245
MORRIS & GARRITANO INS SVCS., INC.$12,562 · incl $2,083 fees
AMWINS CONNECT INSURANCE SVCS., LLC$4,596 · incl $4,596 fees
MORRIS & GARRITANO INS. AGENCY, INC$59,844
ROGERS BENEFIT GROUP$2,016
MARSHBERRY CONNECT PLATFORM, LLC$566 · incl $566 fees
Also brokered by Morris & Garritano Ins Svcs., Inc.1
Holzheus El Rancho Market Inc. CA$21,664
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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 770505583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.