| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | ONE STATE STREET 9TH FLOOR NEW YORK, NY 10004 | DELTA DENTAL INSURANCE COMPANY | $146K | — | $146K | 4.65% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 6180 CAROL STREAM, IL 60197 | SECURIAN LIFE INSURANCE COMPANY | $38K | — | $38K | 1.77% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 N. PIMA ROAD SUITE 210 SCOTTSDALE, AZ 85255 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $49K | $49K | 4.51% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $8K | $8K | 0.69% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1350 DRESDEN DRIVE NE ATLANTA, GA 30319 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $144K | $14K | $158K | 34.74% |
| AON CONSULTING INC5 Filed as: BSWIFT | 10 S RIVERSIDE PLAZA SUITE 1100 CHICAGO, IL 60606 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $468 | — | $468 | 0.10% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 6180 CAROL STREAM, IL 60197 | SECURIAN LIFE INSURANCE COMPANY | $35K | — | $35K | 16.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1350 DRESDEN DRIVE NE ATLANTA, GA 30319 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $130K | $12K | $142K | 75.79% |
| AON CONSULTING INC5 Filed as: BSWIFT | 10 S RIVERSIDE PLAZA SUITE 1100 CHICAGO, IL 60606 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1350 DRESDEN DRIVE NE ATLANTA, GA 30319 | FIRST UNUM LIFE INSURANCE COMPANY | $5K | — | $5K | 79.73% |
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 | 7,907 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 27 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,934 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 718 | $6.5M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 10,732 | $3.1M |
| Vision | EYEMED VISION CARE | 9,204 | $496K |
| Life insurance(3 contracts, 3 carriers) | SECURIAN LIFE INSURANCE COMPANY | 8,404 | $2.3M |
| Long-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 7,883 | $1.1M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 718 | $6.5M |
| Other(4 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 7,829 | $765K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,732 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.