| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | KAISER FOUNDATION HEALTH PLAN, INC. | $33K | — | $33K | 4.31% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 353 N CLARK ST FL 11 CHICAGO, IL 60654 | KAISER FOUNDATION HEALTH PLAN, INC. | $277 | — | $277 | 0.04% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 M DIABLO BLVD STE 100 LAFAYETTE, CA 94549 | KAISER FOUNDATION HEALTH PLAN, INC. | $13 | — | $13 | 0.00% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | KAISER FOUNDATION HEALTH PLAN, INC. | $34K | — | $34K | 4.90% |
| ALLIANT INSURANCE SERVICES, INC.3 | 353 N CLARK ST FL 11 CHICAGO, IL 60654 | KAISER FOUNDATION HEALTH PLAN, INC. | $1K | — | $1K | 0.15% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 1150 MORAGA WAY MORAGA, CA 94556 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $2K | $12K | 4.01% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST INS | SERVICES LLC 3155 OLSEN DR SAN JOSE, CA 95117 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $2K | $5K | 1.55% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 94549 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $50 | $3K | 1.06% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD, STE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 0.40% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 92660 | METROPOLITAN LIFE INSURANCE COMPANY | — | $120 | $120 | 0.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET SUITE 600 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $7K | — | $7K | 3.25% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | — | $3K | 1.67% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 2390 HUNTINGTON DR SAN MARINO, CA 91108 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $11K | — | $11K | 6.30% |
| IMG3 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $97 | $97 | 0.06% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST | INSURANCE SERVICES, LLC 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | VISION SERVICE PLAN | $1K | — | $1K | 2.95% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 103129 PASADENA, CA 91189 | VISION SERVICE PLAN | $351 | — | $351 | 0.78% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 900 E HAMILTON AVE CAMPBELL, CA 95008 | VISION SERVICE PLAN | $310 | — | $310 | 0.69% |
| GCG FINANCIAL LLC3 Filed as: MORRIS & BOYLE, AN ALERA | INSURANCE AGENCY 1850 MT DIABLO BLVD, STE 430 WALNUT CREEK, CA 94596 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $4K | $11K | 36.91% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $773 | $773 | 2.58% |
| BENEFIT ADVISORS NETWORK LLC3 Filed as: BENEFIT ADVISORS NETWORK | 3659 GREEN RD STE 322-8 BEACHWOOD, OH 44122 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $509 | $509 | 1.70% |
| GCG FINANCIAL LLC3 Filed as: MORRIS & BOYLE, AN ALERA | INSURANCE AGENCY 1850 MT DIABLO BLVD, STE 430 WALNUT CREEK, CA 94596 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $1K | $4K | 17.89% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST SUITE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $333 | $333 | 1.60% |
| BENEFIT ADVISORS NETWORK LLC3 Filed as: BENEFIT ADVISORS NETWORK | 3659 GREEN RD STE 322-8 BEACHWOOD, OH 44122 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $13 | $13 | 0.06% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5 | $1 | $6 | 0.14% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT. DIABLO BLVD STE 100 LAFAYETTE, CA 94549 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1 | — | $1 | 0.02% |
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 | 477 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 477 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 87 | $1.7M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 613 | $312K |
| Vision | VISION SERVICE PLAN | 320 | $45K |
| Life insurance(3 contracts, 2 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 496 | $200K |
| Short-term disability(2 contracts, 2 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 496 | $196K |
| Long-term disability(2 contracts, 2 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 496 | $196K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 87 | $1.7M |
| Other(5 contracts, 3 carriers) | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 496 | $251K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 613 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.