| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSHUA DAVID SCHWAB3 | 1251 E 29TH STREET BROOKLYN, NY 11210 | KAISER FOUNDATION HEALTH PLAN, INC. | $59K | — | $59K | 4.92% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP INC | PO BOX 5086 OXNARD, CA 93031 | KAISER FOUNDATION HEALTH PLAN, INC. | $20K | — | $20K | 1.65% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP, INC. | 5805 SEPULVEDA BLVD STE 500 SHERMAN OAKS, CA 91411 | KAISER FOUNDATION HEALTH PLAN, INC. | $24 | — | $24 | 0.00% |
| JOSHUA DAVID SCHWAB3 | 1251 E 29TH STREET BROOKLYN, NY 11210 | KAISER FOUNDATION HEALTH PLAN, INC. | $7K | — | $7K | 4.82% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INS SERVICES INC | 32110 AGOURA ROAD WESTLAKE VILLAGE, CA 91361 | KAISER FOUNDATION HEALTH PLAN, INC. | -$3K | — | -$3K | -1.84% |
| EDWARD LEVY3 | 5346 BELLAIRE AVE VALLEY VILLAGE, CA 91607 | KAISER FOUNDATION HEALTH PLAN, INC. | -$11K | — | -$11K | -7.38% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP, INC. | PO BOX 5086 OXNARD, CA 93031 | KAISER FOUNDATION HEALTH PLAN, INC. | -$13K | — | -$13K | -8.61% |
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 | 183 | 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) | 183 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 175 | $1.3M |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 175 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 175 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.