| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRYSON INSURANCE AGENCY INC.3 | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 90807 | UNITED HEALTHCARE INSURANCE COMPANY | $150K | $108 | $150K | 5.00% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 908073351 | KAISER FOUNDATION HEALTH PLAN INC. | $92K | $0 | $92K | 4.95% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BLVD. SUITE 500 LONG BEACH, CA 908073351 | KAISER FOUNDATION HEALTH PLAN INC. | $38K | $0 | $38K | 4.40% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY | 3777 LONG BEACH BLVD. LONG BEACH, CA 90807 | PRINCIPAL LIFE INSURANCE COMPANY | $49K | $10K | $59K | 14.72% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BLVD. HAUPPAUGE, NY 11788 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $33K | $33K | 8.22% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BLVD. 5TH FLOOR LONG BEACH, CA 90807 | SIMNSA | $8K | $0 | $8K | 7.00% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY | 3777 LONG BEACH BLVD. #500 LONG BEACH, CA 90807 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $6K | $0 | $6K | 16.81% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON FINANCIAL | 3777 LONG BEACH BLVD. 5TH FLOOR LONG BEACH, CA 90807 | CALIFORNIA DENTAL NETWORK, INC. | $2K | $0 | $2K | 9.57% |
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 | 719 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 724 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 509 | $5.9M |
| Dental(5 contracts, 5 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 809 | $653K |
| Vision(3 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 809 | $522K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 809 | $440K |
| Long-term disability(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 809 | $440K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 249 | $2.8M |
| Other | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 0 | $38K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 809 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.