| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 3827 MEGAN LANE ENCINITAS, CA 92024 | SHARP HEALTH PLAN | $17K | — | $17K | 2.50% |
| J AND S HOLDINGS WESTERN, INC.3 | 3827 MEGAN LN ENCINITAS, CA 92024 | KAISER FOUNDATION HEALTH PLAN INC | $9K | — | $9K | 2.29% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 5664 PRAIRIE CREEK DR SE MEMORIALCARE MEDICAL G, MI 49316 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 1.62% |
| MARSH & MCLENNAN AGENCY LLC3 | LOCKBOX 740659 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN INC | — | $871 | $871 | 0.21% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA | 3827 MEGAN LANE ENCINITAS, CA 92024 | SIMNSA | $8K | — | $8K | 4.00% |
| J.S. TUCKER INSURANCE SERVICES3 Filed as: JS TUCKER INSURANCE SERVICES | 3827 MEGAN LANE ENCINITAS, CA 92024 | SIMNSA | $8K | — | $8K | 4.00% |
| J AND S HOLDINGSWESTERN INC3 | DBA JSTUCKER INS SERVICES 990 HIGHLAND DR SUITE 110C SOLANA BEACH, CA 92075 | UNION SECURITY INSURANCE COMPANY | $6K | — | $6K | 9.19% |
| ACRISURE LLC3 Filed as: ACRISURE OF CA LLC | 990 HIGHLAND DR STE 110-C SOLANA BEACH, CA 92075 | UNION SECURITY INSURANCE COMPANY | $570 | — | $570 | 0.81% |
| SCOTT J TUCKER3 | 990 HIGHLAND DR SUITE 110C SOLANA BEACH, CA 92075 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | — | $5K | 13.98% |
| J AND S HOLDINGS WESTERN, INC.3 Filed as: J AND S HOLDINGS WESTERN INC | DBA JS TUCKER INS SERVICES 990 HIGHLAND DR SUITE 110C SOLANA BEACH, CA 92075 | UDC DENTAL OF CALIFORNIA, INC | $1K | — | $1K | 9.17% |
| ACRISURE LLC3 Filed as: ACRISURE OF CA LLC | 990 HIGHLAND DR STE 110-C SOLANA BEACH, CA 92075 | UDC DENTAL OF CALIFORNIA, INC | $128 | — | $128 | 0.83% |
| J AND S HOLDINGS WESTERN, INC.3 Filed as: J AND S HOLDINGS WESTERN, INC | DBA JS TUCKER INSURANCE 3827 MEGAN LANE ENCINITAS, CA 92024 | EYEMED | $1K | — | $1K | 9.94% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | DBA J.S TUCKER INSURANCE 990 HIGHLAND DR SUITE 110-C SOLANA BEACH, CA 92075 | EYEMED | $627 | — | $627 | 5.04% |
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 | 306 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 306 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | SHARP HEALTH PLAN | 252 | $1.5M |
| Dental(2 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 82 | $86K |
| Vision | EYEMED | 188 | $12K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 306 | $36K |
| Prescription drug(3 contracts, 2 carriers) | SHARP HEALTH PLAN | 252 | $1.1M |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 306 | $36K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 306 | — |
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.