| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| 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. | $31K | $0 | $31K | 4.30% |
| 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. | $35K | $0 | $35K | 4.87% |
| RICHARD WAYNE BRYSON3 Filed as: RICHARD W. BRYSON INS AGENCY, INC. | 5110 N 40TH ST SUITE 234 PHOENIX, AZ 58018 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $140K | $0 | $140K | 24.08% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY | 3777 LONG BEACH BLVD. LONG BEACH, CA 90807 | PRINCIPAL LIFE INSURANCE COMPANY | $52K | $0 | $52K | 12.35% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 225 WIRELESS BLVD. HAUPPAUGE, NY 11788 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $21K | $21K | 5.05% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BLVD. 5TH FLOOR LONG BEACH, CA 90807 | SIMNSA | $14K | $0 | $14K | 7.00% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON FINANCIAL | 3777 LONG BEACH BLVD. 5TH FLOOR LONG BEACH, CA 90807 | CALIFORNIA DENTAL NETWORK, INC. | $1K | $0 | $1K | 10.00% |
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 | 576 | 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) | 576 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 329 | $2.3M |
| Dental(4 contracts, 4 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 954 | $719K |
| Vision(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 954 | $508K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 954 | $424K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 954 | $424K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 115 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 954 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.