| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMWINS3 Filed as: AMWINS CONNECT INSURANCE SERVICES | 2677 N. MAIN STREET STE 800 SANTA ANA, CA 92705 | BLUE CROSS OF CALIFORNIA | $0 | $20K | $20K | 1.97% |
| ENTENTE ADMINISTRATORS, LLC3 | 1210 ROBBIE LANE GALLATIN, TN 37066 | DELTA DENTAL OF CALIFORNIA | $7K | $0 | $7K | 7.00% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 30339 | DELTA DENTAL OF CALIFORNIA | $3K | $0 | $3K | 3.00% |
| ENTENTE ADMINISTRATORS, LLC3 | 1210 ROBBIE LANE GALLATIN, TN 37066 | VISION SERVICE PLAN | $411 | $0 | $411 | 2.12% |
| ENROLLEASE3 Filed as: ENROLLEASE, INC DBA EASECENTRAL | 1980 FESTIVAL PLAZA DR STE 810 LAS VEGAS, NV 89135 | VISION SERVICE PLAN | $244 | $0 | $244 | 1.26% |
| DIGITAL INSURANCE LLC3 | 200 GALERIA PARKWAY STE 1950 ATLANTA, GA 30339 | VISION SERVICE PLAN | $176 | $0 | $176 | 0.91% |
| ENTENTE ADMINISTRATORS, LLC3 | 1210 ROBBIE LANE GALLATIN, TN 37066 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.50% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY STE 1950 ATLANTA, GA 30339 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $793 | $333 | $1K | 6.39% |
| CENTRO BENEFITS RESEARCH LLC3 | 325 N KIRKWOOD RD STE 300 KIRKWOOD, MO 63122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $618 | $618 | 3.51% |
| ARCHON LLC3 Filed as: ARCHON, LLC | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $263 | $263 | 1.49% |
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 | 250 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 250 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF CALIFORNIA | 136 | $1.0M |
| Dental | DELTA DENTAL OF CALIFORNIA | 125 | $106K |
| Vision | VISION SERVICE PLAN | 118 | $19K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 176 | $18K |
| Prescription drug | BLUE CROSS OF CALIFORNIA | 136 | $1.0M |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 176 | $18K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 176 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.