| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CLEVIDENCE INSURANCE SERVICES INC3 | 3000 WEST MACARTHUR BOULEVARD SUITE 320 SANTA ANA, CA 92704 | KAISER FOUNDATION HEALTH PLAN INC | $372K | $14K | $387K | 2.12% |
| CLEVIDENCE INSURANCE SERVICES INC3 | 3000 WEST MACARTHUR BOULEVARD SUITE 320 SANTA ANA, CA 92704 | HEALTH NET | $182K | $0 | $182K | 1.89% |
| CLEVIDENCE INSURANCE SERVICES INC3 | 3000 WEST MACARTHUR BOULEVARD SUITE 320 SANTA ANA, CA 92704 | AETNA LIFE INSURANCE COMPANY | $410K | $20K | $430K | 11.23% |
| CLEVIDENCE INSURANCE SERVICES INC5 | 3000 WEST MACARTHUR BOULEVARD SUITE 320 SANTA ANA, CA 92704 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $91K | $91K | 6.47% |
| CLEVIDENCE INSURANCE SERVICES INC3 Filed as: CLEVIDENCE INSURANCE SERVICES INC. | 3000 WEST MACARTHUR BOULEVARD SUITE 320 SANTA ANA, CA 92704 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $16K | $0 | $16K | 1.12% |
| FMLASOURCE INC5 | 455 NORTH CITYFRONT PLAZA DRIVE 13TH FLOOR CHICAGO, IL 60611 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $11K | $11K | 0.81% |
| CLEVIDENCE INSURANCE SERVICES INC3 | 3000 WEST MACARTHUR BOULEVARD SUITE 320 SANTA ANA, CA 92704 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $8K | $0 | $8K | 2.07% |
| CLEVIDENCE INSURANCE SERVICES INC3 Filed as: CLEVIDENCE INSURANCE SERVICES INC. | 3000 WEST MACARTHUR BOULEVARD SUITE 320 SANTA ANA, CA 92704 | MUTUAL OF OMAHA INSURANCE COMPANY | $1K | $0 | $1K | 10.00% |
| CLEVIDENCE INSURANCE SERVICES INC5 | 3000 WEST MACARTHUR BOULEVARD SUITE 320 SANTA ANA, CA 92704 | MUTUAL OF OMAHA INSURANCE COMPANY | $0 | $899 | $899 | 6.00% |
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 | 4,151 | 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) | 4,151 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 2,643 | $27.9M |
| Dental | AETNA LIFE INSURANCE COMPANY | 9,756 | $3.8M |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 8,220 | $396K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,500 | $1.4M |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,500 | $1.4M |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,500 | $1.4M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 2,643 | $27.9M |
| Other(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,500 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,756 | — |
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.