| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE SOUTHWEST PARTNERS INSURAN | 611 ANTON BLVD STE 1400 COSTA MESA, CA 92626 | KAISER FOUNDATION HEALTH PLAN INC | $36K | — | $36K | 4.56% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3130 S HARBOR BLVD STE 140 SANTA ANA, CA 92704 | KAISER FOUNDATION HEALTH PLAN INC | $3K | — | $3K | 0.43% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHWEST PARTNERS | INSURANCE SERVICES LLC 4000 WESTERLY PL, STE 110 NEWPORT BEACH, CA 92660 | PRINCIPAL LIFE INSURANCE COMPANY | $16K | $4K | $20K | 12.48% |
| GA SOLUTIONS LLC3 | 311 CLOCK TOWER CMNS BREWSTER, NY 10509 | PRINCIPAL LIFE INSURANCE COMPANY | — | $7K | $7K | 4.44% |
| ACRISURE LLC3 | PO BOX 1788 GRAND RAPIDS, MI 49501 | PRINCIPAL LIFE INSURANCE COMPANY | — | $3K | $3K | 1.76% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 10.83% |
| MICHAEL S NOLAN3 Filed as: MICHAEL SUI NOLAN | 1610 MELLOW LANE SIMI VALLEY, CA 93065 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | — | $4K | 7.97% |
| MICHAEL JOHN RINKE3 | 5805 SEPULVEDA BLVD SHERMAN OAKS, CA 91411 | CONTINENTAL AMERICAN INSURANCE COMPANY | $514 | — | $514 | 0.96% |
| RENEE SUZANNE CORSO3 | 2206 N. LARNER STREET BURBANK, CA 91504 | CONTINENTAL AMERICAN INSURANCE COMPANY | $283 | — | $283 | 0.53% |
| BRADLEY IAN WITT3 | 450 ROSEWOOD AVENUE SUITE 209 CAMARILLO, CA 93010 | CONTINENTAL AMERICAN INSURANCE COMPANY | $179 | — | $179 | 0.33% |
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 | 194 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 195 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 159 | $792K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 316 | $163K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 316 | $163K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 316 | $163K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 84 | $53K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 316 | — |
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.