| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PENNSYLVANIA | 1301 GRANDVIEW AVE. SUITE 400 PITTSBURGH, PA 15211 | HIGHMARK INC. | $722K | — | $722K | 2.66% |
| CHRISTINE L. KITTINGER3 Filed as: CHRISTINE KITTINGER | 6472 CAMDEN AVE. SUITE 204 SAN JOSE, CA 95120 | KAISER FOUNDATION HEALTH PLAN INC | $97K | — | $97K | 2.19% |
| CHRISTINE L. KITTINGER3 | 6472 CAMDEN AVE. SUITE 204 SAN JOSE, CA 95120 | HARTFORD LIFE AND ACCIDENT | $172K | — | $172K | 5.83% |
| WILLIAM J. METZGER3 | 1562 MONTEVAL LANE SAN JOSE, CA 95120 | HARTFORD LIFE AND ACCIDENT | $40K | — | $40K | 1.37% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PENNSYLVANIA | MCMILLAN PAZDAN SMITH, LLC SUITE 400 PITTSBURGH, PA 15211 | DELTA DENTAL OF PENNSYLVANIA | $41K | — | $41K | 1.66% |
| CHRISTINE L. KITTINGER3 | 6472 CAMDEN AVE. SUITE 204 SAN JOSE, CA 95120 | KAISER FOUNDATION HEALTH PLAN INC. | $44K | — | $44K | 2.18% |
| CHRISTINE L. KITTINGER3 Filed as: CHRISTINE KITTINGER | 6472 CAMDEN AVE SUITE 204 SAN JOSE, CA 95120 | VISION SERVICE PLAN | $6K | — | $6K | 1.39% |
| CHRISTINE L. KITTINGER3 | 6472 CAMDEN AVE. SUITE 204 SAN JOSE, CA 95120 | HARTFORD LIFE AND ACCIDENT | $9K | — | $9K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PENNSYLVANIA | 1301 GRANDVIEW AVE. SUITE 400 PITTSBURGH, PA 15211 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF PA LLC | 1031 GRANDVIEW AVE 400 PITTSBURGH, PA 15211 | FEDERAL INSURANCE COMPANY | $1K | — | $1K | 14.99% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| VISION SERVICE PLAN EIN 06-1227840 VISION ADMIN | Contract Administrator; Claims processing Service code 12 | — | $84K |
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 | 3,499 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 26 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,525 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | HIGHMARK INC. | 4,289 | $33.6M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF PENNSYLVANIA | 6,666 | $2.5M |
| Vision | VISION SERVICE PLAN | 2,887 | $440K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 3,452 | $3.0M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 3,452 | $3.0M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 3,452 | $3.0M |
| Prescription drug | HIGHMARK INC. | 4,289 | $27.1M |
| Other(4 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 3,499 | $3.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,666 | — |
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.