| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | AETNA LIFE INSURANCE CO. | $130K | $25K | $155K | 2.56% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 707 WILSHIRE BLVD., SUITE 2600 LOS ANGELES, CA 90017 | AETNA LIFE INSURANCE CO. | $48K | — | $48K | 0.80% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | AETNA HEALTH, INC. | $57K | — | $57K | 2.26% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 707 WILSHIRE BLVD., SUITE 2600 LOS ANGELES, CA 90017 | AETNA HEALTH, INC. | $20K | — | $20K | 0.79% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | P.O. BOX 905494 CHARLOTTE, NC 282905494 | METROPOLITAN LIFE INSURANCE COMPANY | — | $282 | $282 | 0.08% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $40 | $40 | 0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | EPIC OPERATING FILE 1367 PASADENA, CA 911990001 | VISION SERVICE PLAN | $2K | — | $2K | 2.14% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 2940 NETWORK PLACE CHICAGO, IL 606731298 | VISION SERVICE PLAN | $481 | — | $481 | 0.50% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $15K | — | $15K | 17.50% |
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 | 882 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 18 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 900 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 1,207 | $8.6M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 896 | $87K |
| Vision | VISION SERVICE PLAN | 734 | $96K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,323 | $452K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,323 | $365K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,323 | $365K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 1,207 | $8.6M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,323 | $365K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,323 | — |
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.