Hamilton Families
Updated Filing received by DOL
Hamilton Families, a healthcare & social assistance employer in San Francisco, California, reported 135 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows 9 insurance contracts with no premium reported and $77,710 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on May 27, 2025, before the deadline.
Who was paid on Hamilton Families's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Hamilton Families filed for 2024.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Filice Insurance Services LLC · Campbell, CA | $69,764 | $2,239 | $72,003 | 6 |
| Acrisure · San Jose, CA | $5,707 | $0 | $5,707 | 5 |
Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.
Insurance contracts and carriers
Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.
| Carrier · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Delta Dental of Californiadental | 65 | — | $5,688 | — |
| Delta Dental of Californiadental | 51 | — | — | — |
| Claremont Behavioral Services, Inc.coverage not coded | 143 | — | — | — |
| Kaiser Foundation Health Plan, Inc.health, prescription drug, HMO | 73 | — | $54,125 | — |
| United of Omaha Life Insurance Companylife | 100 | — | $2,967 | — |
| United of Omaha Life Insurance Companylong-term disability | 100 | — | $3,034 | — |
| Sutter Health Planhealth, prescription drug, HMO | 25 | — | $9,537 | — |
| Vision Service Planvision | 99 | — | $899 | — |
| United of Omaha Life Insurance Companylife | 27 | — | $1,460 | — |
Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.
How Hamilton Families compares
Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.
Not computable: no insured medical premium on the filing.
Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.
Year over year
| 2023 | 2024 | Change | |
|---|---|---|---|
| Participants | 145 | 135 | −6.9% |
| Premiums filed | $0 | $0 | not comparable |
| Broker commissions + fees | $67,621 | $77,710 | +14.9% |
| Commission rate | — | — | — |
Source: DOL Form 5500 filings for plan years 2023 and 2024.
Filings and timeliness
Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Hamilton Families Welfare Benefit Plan#501 · insurance, general assets | December 31, 2024 | May 27, 2025 | before deadline | 135 |
Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.
How much did Hamilton Families pay in health insurance broker commissions in 2024?
Hamilton Families's 2024 Form 5500 reports $77,710 in broker commissions and fees across 9 insurance contracts ($75,471 in commissions, $2,239 in fees), with Filice Insurance Services LLC receiving the largest share.
Is Hamilton Families's health plan self-funded or fully insured?
The 2024 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Kaiser Foundation Health Plan, Inc., Sutter Health Plan.
How does Hamilton Families's broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Hamilton Families because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 100-199 participants that disclosed broker pay reported a median of $53,852.
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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.