| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD. GLENDALE, CA 91203 | KAISER FOUNDATION HEALTH PLAN INC. | $22K | — | $22K | 2.04% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N SANTA FE VISALIA, CA 93292 | CALIFORNIA PHYSICIANS SERVICE | — | $24K | $24K | 2.76% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE | 6200 CANOGA AVE. WOODLAND HILLS, CA 91367 | CALIFORNIA PHYSICIANS SERVICE | — | $18K | $18K | 2.08% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST | 3155 OLSEN DRIVE SAN JOSE, CA 95117 | CALIFORNIA PHYSICIANS SERVICE | — | $12K | $12K | 1.41% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N SANTA FE VISALIA, CA 93292 | DELTA DENTAL OF CALIFORNIA | $4K | — | $4K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 18100 VON KARMAN AVE. IRVINE, CA 92612 | DELTA DENTAL OF CALIFORNIA | $4K | — | $4K | 3.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD. GLENDALE, CA 91203 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $697 | $4K | 9.53% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST | 3155 OLSEN DRIVE SAN JOSE, CA 95117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $765 | — | $765 | 1.79% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD. GLENDALE, CA 91203 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $333 | $2K | 7.34% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST | 3155 OLSEN DRIVE SAN JOSE, CA 95117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $926 | — | $926 | 4.15% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD. GLENDALE, CA 91203 | VISION SERVICE PLAN | $840 | — | $840 | 4.42% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST | 3155 OLSEN DRIVE SAN JOSE, CA 95117 | VISION SERVICE PLAN | $447 | — | $447 | 2.35% |
| ENROLLEASE3 | 1980 FESTIVAL PLAZA DRIVE LAS VEGAS, MA 89135 | VISION SERVICE PLAN | $239 | — | $239 | 1.26% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD. GLENDALE, CA 91203 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 6.65% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST | 3155 OLSEN DRIVE SAN JOSE, CA 95117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $542 | — | $542 | 3.35% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD. GLENDALE, CA 91203 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $477 | $121 | $598 | 8.05% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST | 3155 OLSEN DRIVE SAN JOSE, CA 95117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $267 | — | $267 | 3.59% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD. GLENDALE, CA 91203 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $386 | $133 | $519 | 8.49% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST | 3155 OLSEN DRIVE SAN JOSE, CA 95117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $226 | — | $226 | 3.70% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 500 N BRAND BLVD. GLENDALE, CA 91203 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $385 | — | $385 | 6.40% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST | 3155 OLSEN DRIVE SAN JOSE, CA 95117 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $218 | — | $218 | 3.62% |
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 | 124 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 128 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 113 | $1.9M |
| Dental | DELTA DENTAL OF CALIFORNIA | 124 | $121K |
| Vision | VISION SERVICE PLAN | 118 | $19K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 124 | $28K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 123 | $7K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 124 | $43K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 113 | $1.9M |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 124 | $51K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 124 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.