| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 90807 | CALIFORNIA PHYSICIANS' SERVICE | $30K | $0 | $30K | 5.00% |
| AMWINS3 Filed as: LISI, INC. | 1600 W HILLSDALE BLVD. SUITE 201 SAN MATEO, CA 94402 | CALIFORNIA PHYSICIANS' SERVICE | $0 | $6K | $6K | 1.00% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 908073351 | KAISER FOUNDATION HEALTH PLAN INC. | $16K | $0 | $16K | 4.84% |
| AMWINS3 Filed as: LISI, INC. | 1600 W HILLSDALE BLVD. SUITE 201 SAN MATEO, CA 944023766 | KAISER FOUNDATION HEALTH PLAN INC. | $7K | $0 | $7K | 1.94% |
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 90807 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 3.48% |
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 90807 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 7.83% |
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 90807 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 15.00% |
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 90807 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 15.00% |
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 90807 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $676 | $0 | $676 | 15.00% |
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 | 147 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 151 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 134 | $946K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 128 | $97K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 115 | $13K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 147 | $11K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 147 | $9K |
| Prescription drug | CALIFORNIA PHYSICIANS' SERVICE | 134 | $609K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 147 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 147 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.