| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES3 | 1500 QUIAIL STREET NEWPORT BEACH, CA 92660 | AETNA LIFE INSURANCE COMPANY | $29K | — | $29K | 3.91% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 1500 QUIAIL STREET NEWPORT BEACH, CA 92660 | AETNA HEALTH, INC. | $3K | — | $3K | 4.05% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 7777 CENTER AVENUE HUNTINGTON BEACH, CA 92647 | PRINCIPAL LIFE INSURANCE COMPANY | $6K | $2K | $8K | 10.49% |
| AMWINS3 Filed as: AMWINS CONNECT INSURANCE | 2677 N MAIN STREET SANTA ANA, CA 92705 | PRINCIPAL LIFE INSURANCE COMPANY | — | $3K | $3K | 3.47% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 7777 CENTER AVENUE HUNTINGTON BEACH, CA 92647 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $2K | $3K | 22.53% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DRIVE FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $202 | $202 | 1.51% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 7777 CENTER AVENUE HUNTINGTON BEACH, CA 92647 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $848 | $1K | $2K | 23.33% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DRIVE FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $151 | $151 | 1.78% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 7777 CENTER AVENUE HUNTINGTON BEACH, CA 92647 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $401 | $476 | $877 | 21.85% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DRIVE FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $52 | $52 | 1.30% |
| PATRIOT GROWTH INSURANCE SERVICES3 | 7777 CENTER AVENUE HUNTINGTON BEACH, CA 92647 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $227 | $296 | $523 | 23.07% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GI GEORGE PARENT LP | 501 OFFICE CENTER DRIVE FORT WASHINGTON, PA 19034 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $38 | $38 | 1.68% |
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 | 122 | 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) | 122 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 112 | $831K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 90 | $76K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 90 | $76K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 122 | $11K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 22 | $13K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 26 | $4K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 112 | $831K |
| Other(3 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 122 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 122 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.