| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CHARLES W. TAPERT INSURANCE AGENCY3 Filed as: CHARLES W. TAPERT INS AGENCY, INC. | 14 NORTH BALDWIN AVENUE SIERRA MADRE, CA 91024 | KAISER FOUNDATION HEALTH PLAN INC | $90K | $53K | $143K | 2.88% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE, SUITE 1200 WOODLAND HILLS, CA 91367 | KAISER FOUNDATION HEALTH PLAN INC | $65K | — | $65K | 1.30% |
| TAPERT INSURANCE AGENCY3 Filed as: TAPERT INSURANCE AGENCY, INC. | 14 NORTH BALDWIN AVENUE SIERRA MADRE, CA 91024 | DELTA DENTAL OF CALIFORNIA | $5K | — | $5K | 1.18% |
| BENEFITS AMERICA INS. SVCS., LLC3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | DELTA DENTAL OF CALIFORNIA | $5K | — | $5K | 1.07% |
| UNKNOWN3 | UNKNOWN EL SUGUNDO, CA 90245 | BLUE CARE NETWORK OF MICHIGAN | $12K | — | $12K | 3.69% |
| UNKNOWN3 | UNKNOWN EL SEGUNDO, CA 90245 | BLUE CARE NETWORK OF MICHIGAN | $3K | — | $3K | 1.04% |
| TAPER INSURANCE AGENCY, INC.3 | 14 NORTH BALDWIN AVENUE SIERRA MADRE, CA 91024 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | — | $9K | 5.22% |
| BENEFITS AMERICA INS. SVCS., LLC3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 2.71% |
| GOHEALTH, LLC3 | 214 WEST HURON STREET, SUITE 100 CHICAGO, IL 60654 | BLUE CROSS AND BLUE SHIELD OF MICHIGAN | $5K | — | $5K | 3.31% |
| BENEFITS AMERICA INS. SVCS., LLC3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | VISION SERVICE PLAN | $930 | — | $930 | 2.17% |
| TAPERT INSURANCE AGENCY3 Filed as: TAPERT INSURANCE AGENCY, INC. | 14 NORTH BALDWIN AVENUE SIERRA MADRE, CA 91024 | VISION SERVICE PLAN | $772 | — | $772 | 1.80% |
| TAPERT INSURANCE AGENCY3 Filed as: TAPERT INSURANCE AGENCY, INC. | 14 NORTH BALDWIN AVENUE SIERRA MADRE, CA 91024 | UNION SECURITY INSURANCE COMPANY | $951 | — | $951 | 10.00% |
| TAPERT INSURANCE AGENCY3 Filed as: TAPERT INSURANCE AGENCY, INC. | 14 NORTH BALDWIN AVENUE SIERRA MADRE, CA 91024 | UNITED DENTAL CARE OF MICHIGAN, INC. | $260 | — | $260 | 10.01% |
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 | 626 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 629 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 841 | $5.5M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF CALIFORNIA | 1,111 | $459K |
| Vision | VISION SERVICE PLAN | 275 | $43K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 626 | $179K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 626 | $179K |
| Prescription drug(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 841 | $5.5M |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 626 | $179K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,111 | — |
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.