| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BOULEVARD SUITE 500 LONG BEACH, CA 90807 | KAISER FOUNDATION HEALTH PLAN, INC. | $56K | $0 | $56K | 4.17% |
| ASSUREDPARTNERS3 | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | KAISER FOUNDATION HEALTH PLAN, INC. | $11K | $0 | $11K | 0.80% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BOULEVARD 5TH FLOOR LONG BEACH, CA 90807 | PRINCIPAL LIFE INSURANCE COMPANY | $43K | — | $43K | 9.22% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BOULEVARD HAUPPAUGE, NY 11788 | PRINCIPAL LIFE INSURANCE COMPANY | — | $21K | $21K | 4.56% |
| ASSUREDPARTNERS3 | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | PRINCIPAL LIFE INSURANCE COMPANY | $14K | — | $14K | 3.13% |
| ASSUREDPARTNERS3 | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | SIMNSA | $17K | $0 | $17K | 7.00% |
| BRYSON INSURANCE AGENCY INC. Filed as: BRYSON INSURANCE AGENCY, INC. | UNKNOWN LOS ALAMITOS, CA 48300 | SIMNSA | $0 | $0 | $0 | 0.00% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BOULEVARD SUITE 500 LONG BEACH, CA 90807 | DELTA DENTAL OF CALIFORNIA | $1K | $0 | $1K | 9.13% |
| ASSUREDPARTNERS3 | 14614 NORTH KIERLAND BOULEVARD SUITE 150 SCOTTSDALE, AZ 85254 | DELTA DENTAL OF CALIFORNIA | $354 | $0 | $354 | 2.66% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BOULEVARD SUITE 500 LONG BEACH, CA 90807 | CALIFORNIA DENTAL NETWORK | $267 | $0 | $267 | 10.20% |
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 | 574 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 574 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 103 | $1.7M |
| Dental(5 contracts, 5 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 948 | $805K |
| Vision(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 948 | $540K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 948 | $462K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 948 | $462K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 103 | $1.4M |
| Other | PRINCIPAL LIFE INSURANCE COMPANY | 948 | $462K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 948 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.