Plan Ledger DOL Form 5500 · updated monthly

White Oak Global Advisors, LLCbenefits

White Oak Global Advisors, LLC · SAN FRANCISCO, CA · plan year 2024

Broker compensation reported · 2024
$277,553

White Oak Global Advisors, LLC's benefits plan covered 203 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $277,553 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,367 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20242
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 394 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 203 covered
Brokers & agents paid · 20241
GALLAGHER BENEFIT SERVICES, INC.$277,553 · incl $12,459 fees
Also brokered by Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260340395 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.