| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD SUITE 200 DULUTH, GA 30096 | METROPOLITAN LIFE INSURANCE COMPANY | $197K | — | $197K | 9.20% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | — | $58K | $58K | 2.71% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BOULEVARD SUITE 200 DULUTH, GA 30096 | METROPOLITAN LIFE INSURANCE COMPANY | $159K | — | $159K | 18.27% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | — | $24K | $24K | 2.77% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD SUITE 200 DULUTH, GA 30096 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $10K | $10K | 1.16% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 102159 PASADENA, CA 91189 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 0.92% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD SUITE 200 DULUTH, GA 30096 | VISION SERVICE PLAN | $800 | — | $800 | 0.11% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BOULEVARD SUITE 200 DULUTH, GA 30096 | METROPOLITAN LIFE INSURANCE COMPANY | $77K | — | $77K | 18.31% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | — | $12K | $12K | 2.83% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET SUITE 2400 SAN FRANCISCO, CA 94104 | KAISER FOUNDATION HEALTH PLAN INC | — | $152 | $152 | 0.05% |
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 | 5,121 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 89 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,210 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 169 | $2.2M |
| Dental | DELTA DENTAL OF NEW YORK | 10,481 | $4.4M |
| Vision | VISION SERVICE PLAN | 5,146 | $718K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 8,028 | $2.1M |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 5,082 | $864K |
| Other(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 8,028 | $3.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,481 | — |
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.