| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | HEALTH NET | $33K | $2K | $36K | 2.87% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE SUITE 500 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN INC. | $23K | — | $23K | 3.01% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | UNITED CONCORDIA INSURANCE COMPANY | $5K | — | $5K | 4.34% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | SIMNSA | $4K | — | $4K | 5.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | — | $5K | 10.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 14.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 12.00% |
| DEVAN L BERRY3 | 2955 COWLEY WAY, SUITE 98 SAN DIEGO, CA 92117 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 13.04% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 11.46% |
| CK GOHL INSURANCE SOLUTIONS3 | 5050 MURPHY CANYON ROAD, SUITE 150 SAN DIEGO, CA 92123 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 5.98% |
| MARK HABER & ASSOC INC3 Filed as: MARK HABER & ASSOC INC. | 5050 MURPHY CANYON ROAD, SUITE 150 SAN DIEGO, CA 92123 | CONTINENTAL AMERICAN INSURANCE COMPANY | $998 | — | $998 | 3.80% |
| JORDREW INS SOLUTIONS INC3 Filed as: JORDREW INS SOLUTIONS INC. | 5308 CORTE PLAYA JACINTO SAN DIEGO, CA 92124 | CONTINENTAL AMERICAN INSURANCE COMPANY | $31 | — | $31 | 0.12% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | $554 | — | $554 | 3.98% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 1820 E FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | RELIASTAR LIFE INSURANCE COMPANY | $2K | — | $2K | 12.22% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | RELIASTAR LIFE INSURANCE COMPANY | $862 | — | $862 | 6.83% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | HARTFORD LIFE AND ACCIDENT | — | $36 | $36 | — |
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 | 212 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 213 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HEALTH NET | 137 | $2.1M |
| Dental(3 contracts, 3 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 136 | $217K |
| Vision(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 137 | $779K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 212 | $89K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 212 | $29K |
| Prescription drug(3 contracts, 3 carriers) | HEALTH NET | 137 | $2.1M |
| Other(4 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 244 | $103K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 244 | — |
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.