| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5151 SAN FELIPE ST STE 800 HOUSTON, TX 770563627 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $132K | $132K | 1.85% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1401 WILLOW PASS ROAD SUITE 850 CONCORD, CA 94520 | KAISER FOUNDATION HEALTH PLAN | $59K | — | $59K | 4.43% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN ST 21ST FLOOR SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $27K | — | $27K | 2.83% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1401 WILLOW PASS ROAD SUITE 850 CONCORD, CA 945207962 | KAISER FOUNDATION HEALTH PLAN | $37K | — | $37K | 4.64% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $42K | — | $42K | 13.46% |
| BENETEK CORPORATION3 | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $9K | $12K | 4.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $5K | $10K | 3.29% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $30K | — | $30K | 13.49% |
| BENETEK CORPORATION3 | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $6K | $9K | 4.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $4K | $7K | 3.19% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $10K | — | $10K | 4.92% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE COMPANY | 2405 SATELLITE BLVD STE 200 DULUTH, GA 30096 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $23K | — | $23K | 13.49% |
| BENETEK CORPORATION3 | 4725 W SAND LAKE RD STE 300 ORLANDO, FL 32819 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $5K | $7K | 4.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE COMPANY | 1390 WILLOW PASS RD STE 800 CONCORD, CA 95420 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $4K | $6K | 3.77% |
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 | 1,426 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,432 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 2,141 | $10.4M |
| Dental | KAISER FOUNDATION HEALTH PLAN OF HAWAII | 116 | $957K |
| Vision | KAISER FOUNDATION HEALTH PLAN OF HAWAII | 116 | $957K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,876 | $309K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 295 | $170K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,426 | $222K |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN | 144 | $3.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,876 | — |
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.