| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | DELTA DENTAL OF CALIFORNIA | $5K | — | $5K | 0.77% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $15K | — | $15K | 3.50% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | — | $9K | 3.43% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| ASCENDE, INC.3 Filed as: ASCENDE | 2700 POST OAK BLVD FL 25 HOUSTON, TX 770565705 | KAISER FOUNDATION HEALTH PLAN INC | $9K | — | $9K | 4.77% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 3.50% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ASCENDE, INC.3 Filed as: ASCENDE | 2700 POST OAK BLVD FL25 HOUSTON, TX 770565705 | KAISER FOUNDATION HEALTH PLAN INC | $4K | — | $4K | 4.59% |
| ASCENDE, INC.3 Filed as: ASCENDE INC | 2700 POST OAK BLVD FL 25 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $1K | $12K | 12.76% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK 25TH FLOOR HOUSTON, TX 77056 | DELTA DENTAL OF CALIFORNIA | $294 | — | $294 | 2.77% |
| ASCENDE, INC.3 Filed as: ASCENDE INC | 7092 SAN JACKSON DRIVE SAN DIEGO, CA 92119 | BLUE CROSS OF CALIFORNIA | $17K | — | $17K | 196.11% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $249 | — | $249 | 3.49% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | FIRST RELIANCE STANDARD | $251 | — | $251 | 11.02% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 566 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 25 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 591 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 31 | $282K |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 1,050 | $662K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 966 | $91K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 566 | $551K |
| Short-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 8 | $6K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 519 | $273K |
| Other(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,017 | $137K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,050 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.