| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $111K | $111K | 1.59% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1401 WILLOW PASS ROAD SUITE 850 CONCORD, CA 945207962 | KAISER FOUNDATION HEALTH PLAN | $77K | — | $77K | 2.39% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1401 WILLOW PASS ROAD SUITE 850 CONCORD, CA 945207962 | KAISER FOUNDATION HEALTH PLAN | $42K | — | $42K | 3.35% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN ST 21ST FLOOR SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $34K | — | $34K | 2.78% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $62K | — | $62K | 13.98% |
| BENETEK CORPORATION3 | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $16K | $16K | 3.73% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $9K | $9K | 2.09% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $45K | — | $45K | 13.92% |
| BENETEK CORPORATION3 | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $12K | $12K | 3.71% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $7K | $7K | 2.07% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE COMPANY | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $33K | — | $33K | 13.95% |
| BENETEK CORPORATION3 | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $9K | $9K | 3.72% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE COMPANY | 1390 WILLOW PASS RD STE 800 CONCORD, CA 95420 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $7K | $7K | 2.78% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $9K | — | $9K | 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 | 1,588 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,602 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 3,922 | $12.8M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF HAWAII | 146 | $1.2M |
| Vision | KAISER FOUNDATION HEALTH PLAN OF HAWAII | 146 | $1.2M |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,588 | $441K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 303 | $234K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,570 | $320K |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN | 156 | $5.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,922 | — |
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.