| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | PO BOX 350 CONSHOHOCKEN, PA 19428 | BLUE CROSS OF CALIFORNIA | $83K | $5K | $89K | 3.56% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | LOCKBOX 740659 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN, INC. | $25K | $1 | $25K | 1.84% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | LOCKBOX 740659 LOS ANGELES, CA 90074 | DELTA DENTAL OF CALIFORNIA | $15K | $0 | $15K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | LOCKBOX 740659 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $4K | $0 | $4K | 2.45% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | PO BOX 412703 BOSTON, MA 02241 | VISION SERVICE PLAN | $2K | $0 | $2K | 3.97% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INSURANCE SVCS | 525 MARKET STREET, SUITE 3400 UNIT 1152 SAN FRANCISCO, CA 94105 | TRANSAMERICA LIFE INSURANCE COMPANY | $655 | $0 | $655 | 3.56% |
| VOLUNTARY BENEFIT ADVISORS3 Filed as: VOLUNTARY BENEFIT ADVISORS, INC. | 1936 EAST DEERE AVENUE, SUITE 120 SANTA ANA, CA 92705 | TRANSAMERICA LIFE INSURANCE COMPANY | $315 | $0 | $315 | 1.71% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 1820 EAST 1ST STREET, SUITE 400 SANTA ANA, CA 92705 | TRANSAMERICA LIFE INSURANCE COMPANY | $134 | $0 | $134 | 0.73% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | METLIFE LEGAL PLANS | $250 | $57 | $307 | 5.92% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | PO BOX 350 CONSHOHOCKEN, PA 19428 | METLIFE LEGAL PLANS | $273 | $0 | $273 | 5.26% |
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 | 413 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 413 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE CROSS OF CALIFORNIA | 269 | $4.0M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 599 | $315K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 295 | $64K |
| Life insurance(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 269 | $2.5M |
| Short-term disability | BLUE CROSS OF CALIFORNIA | 269 | $2.5M |
| Long-term disability | BLUE CROSS OF CALIFORNIA | 269 | $2.5M |
| Prescription drug(4 contracts, 4 carriers) | BLUE CROSS OF CALIFORNIA | 269 | $4.0M |
| Other(4 contracts, 4 carriers) | BLUE CROSS OF CALIFORNIA | 413 | $2.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 599 | — |
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.