| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 5151 SAN FELIPE ST STE 1800 HOUSTON, TX 770543631 | UNITEDHEALTHCARE INSURANCE COMPANY | $82K | — | $82K | 3.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 40 MARCUS DR FL 3 MELVILLE, NY 117474268 | PRINCIPAL LIFE INSURANCE COMPANY | $23K | $7K | $30K | 11.27% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES | ATTN ACCOUNTING DEPT 32110 AGOURA RD WESTLAKE VLG, CA 913614026 | PRINCIPAL LIFE INSURANCE COMPANY | — | $12K | $12K | 4.36% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN, INC. | $9K | — | $9K | 5.15% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INS SRVS, INC. (GA) | 32110 AGOURA RD WESTLAKE VILLAGE, CA 913614026 | KAISER FOUNDATION HEALTH PLAN, INC. | $3K | — | $3K | 1.98% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 100 MONTGOMERY ST STE 2000 SAN FRANCISCO, CA 94104 | HARTFORD LIFE AND ACCIDENT | $11K | — | $11K | 8.25% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102158 PASADENA, CA 911892159 | HARTFORD LIFE AND ACCIDENT | — | $740 | $740 | 0.55% |
| DAVID PARR3 | 810 FIFTH AVE STE 200 SAN RAFAEL, CA 94901 | HARTFORD LIFE AND ACCIDENT | -$1 | — | -$1 | -0.00% |
| EDGEWOOD PARNTERS INSURANCE CENTER3 | 1 CALIFORNIA ST STE 400 SAN FRANCISCO, CA 94111 | VISION SERVICE PLAN | $2K | — | $2K | 4.03% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN, INC. | $3K | — | $3K | 15.45% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INS SRVS, INC (GA) | 32110 AGOURA RD WESTLAKE VILLAGE, CA 913614026 | KAISER FOUNDATION HEALTH PLAN, INC. | $300 | — | $300 | 1.77% |
| DAVID PARR3 | 810 5TH AVE STE 200 SAN RAFAEL, CA 949013252 | KAISER FOUNDATION HEALTH PLAN, INC. | -$2K | — | -$2K | -9.64% |
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 | 158 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 169 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 656 | $2.9M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 418 | $266K |
| Vision | VISION SERVICE PLAN | 153 | $39K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 418 | $399K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 158 | $133K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 158 | $133K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 30 | $191K |
| Other(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 418 | $399K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 656 | — |
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."
No prospect flags tripped on this filing.