| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| KRAUTER AND COMPANY, LLC3 Filed as: KRAUTER AND COMPANY LLC | PO BOX 818078 CLEVELAND, OH 44181 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $55K | — | $55K | 1.78% |
| BEERE & PURVES INC3 | 500 YGNACIO VALLEY ROAD - SUITE 450 WALNUT CREEK, CA 94596 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | $27K | $27K | 0.89% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | 2270 DOUGLAS BLVD-STE 220 ROSEVILLE, CA 95661 | KAISER FOUNDATION HEALTH PLAN, INC. | $11K | — | $11K | 4.94% |
| BEERE & PURVES INC3 Filed as: BEERE & PURVES INC. (GA) | 500 YGNACIO VALLEY RD - STE 450 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN, INC. | $3K | — | $3K | 1.44% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC | 1787 SENTRY PKWY W - STE 320 BLUE BELL, PA 19422 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $2K | $14K | 5.97% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | 160 FEDERAL ST- FL 4 BOSTON, MA 02110 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $4K | $9K | 4.03% |
| RSC INSURANCE BROKERAGE INC3 | 7500 OLD GEORGETOWN RD - STE 925 BETHESDA, MD 20814 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | 700 AIRPORT BLVD-SUITE 300 BURLINGAME, CA 94010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $191 | $191 | 0.27% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | 7500 OLD GEORGETOWN RD - STE 925 BETHESDA, MD 20814 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | 700 AIRPORT BLVD-STE 300 BURLINGAME, CA 94010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $103 | $103 | 0.27% |
| RSC INSURANCE BROKERAGE INC3 | 7500 OLD GEORGETOWN RD - STE 925 BETHESDA, MD 20814 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| RSC INSURANCE BROKERAGE INC3 | 700 AIRPORT BLVD-STE 300 BURLINGAME, CA 94010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $99 | $99 | 0.27% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | 160 FEDERAL ST - 4TH FLOOR BOSTON, MA 02110 | VISION SERVICE PLAN | $1K | — | $1K | 4.79% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | 160 FEDERAL STREET-4TH FLOOR BOSTON, MA 02110 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 20.00% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | 7500 OLD GEORGETOWN RD-STE 925 BETHESDA, MD 20814 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE INC. | 700 AIRPORT BLVD-STE 300 BURLINGAME, CA 94010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $28 | $28 | 0.25% |
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 | 146 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 149 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 127 | $3.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 534 | $232K |
| Vision | VISION SERVICE PLAN | 141 | $28K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 146 | $81K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 145 | $38K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 146 | $36K |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 146 | $99K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 534 | — |
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.