| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2000 ALAMEDA DE LAS PULGAS SAN MATEO, CA 94403 | BLUE CROSS OF CALIFORNIA | $0 | $8K | $8K | 0.10% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 18101 VON KARMAN AVENUE, SUITE 600 IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $26K | $540 | $26K | 10.16% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD, PH IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $129 | $1K | $2K | 0.60% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 18101 VON KARMAN AVENUE, SUITE 600 IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $33K | $785 | $33K | 13.36% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD, PH IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | -$191 | $3K | $3K | 1.03% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 18101 VON KARMAN AVENUE, SUITE 600 IRVINE, CA 92612 | AETNA LIFE INSURANCE COMPANY | $26K | — | $26K | 14.92% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 18101 VON KARMAN AVENUE, SUITE 600 IRVINE, CA 92612 | EYEMED | $10K | — | $10K | 6.52% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 91189 | EYEMED | $613 | — | $613 | 0.41% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 18101 VON KARMAN AVENUE, SUITE 600 IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | $352 | $14K | 10.24% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD, PH IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $21 | $1K | $1K | 0.92% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 18101 VON KARMAN AVENUE, SUITE 600 IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $25K | — | $25K | 19.07% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD, PH IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 0.93% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 18101 VON KARMAN AVENUE, SUITE 600 IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12K | $735 | $13K | 10.47% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD, PH IRVINE, CO 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $154 | $2K | $2K | 1.74% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 18101 VON KARMAN AVENUE, SUITE 600 IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $23K | — | $23K | 19.21% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD, PH IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $937 | — | $937 | 0.79% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 18101 VON KARMAN AVENUE, SUITE 600 IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $16K | — | $16K | 19.23% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD, PH IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $626 | — | $626 | 0.77% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 18101 VON KARMAN AVENUE, SUITE 600 IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | $190 | $9K | 13.27% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD, PH IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12 | $562 | $574 | 0.86% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 18101 VON KARMAN AVENUE, SUITE 600 IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $147 | $5K | 10.31% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD, PH IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7 | $384 | $391 | 0.88% |
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 | 2,192 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 167 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,359 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | BLUE CROSS OF CALIFORNIA | 840 | $15.8M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 835 | $204K |
| Vision | EYEMED | 1,567 | $151K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,389 | $385K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 415 | $123K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 864 | $257K |
| Prescription drug(7 contracts, 6 carriers) | BLUE CROSS OF CALIFORNIA | 840 | $15.8M |
| Other(6 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,186 | $490K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,186 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.