| 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 | $4K | — | $4K | 0.75% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | RELIANCE LIFE INSURANCE COMPANY | $6K | — | $6K | 3.49% |
| AON CONSULTING INC3 Filed as: AON COSULTING INC | 29840 NETWORK PLACE CHICAGO, IL 60673 | RELIANCE LIFE INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 3.48% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $830 | — | $830 | 1.11% |
| EDGWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 90051 | METROPOLITAN LIFE INSURANCE COMPANY | — | $472 | $472 | 0.63% |
| ASCENDE, INC.3 Filed as: ASCENDE INC | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $260 | $167 | $427 | 0.57% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | — | $1K | 3.49% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3 | — | $3 | 0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | DELTA DENTAL OF CALIFORNIA | $182 | — | $182 | 2.69% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25TH FLOOR HOUSTON, TX 77056 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $44 | — | $44 | 3.50% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1 | — | $1 | 0.08% |
| ASCENDE, INC.3 Filed as: ASCENDE INC | 7092 JACKSON DRIVE SAN FRANCISCO, CA 92119 | BLUE CROSS OF CALIFORNIA | $22K | — | $22K | 76100.00% |
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 | 308 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 332 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 716 | $505K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 715 | $74K |
| Life insurance(2 contracts, 2 carriers) | RELIANCE LIFE INSURANCE COMPANY | 308 | $218K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 309 | $84K |
| Other(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 738 | $43K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 738 | — |
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.