| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CA INS SVCS | 10717 SORRENTO VALLEY RD SAN DIEGO, CA 92121 | MEDIEXCEL HEALTH PLAN | $17K | — | $17K | 4.82% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | MEDIEXCEL HEALTH PLAN | $4K | — | $4K | 1.07% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CA INS SVCS | 196 S FIR ST, #1 VENTURA, CA 93001 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | — | $14K | 9.63% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 1.87% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CA INS SVCS | 196 S FIR ST, #1 VENTURA, CA 93001 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $3K | $12K | 15.80% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 2.64% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CA INS SVCS | 196 S FIR ST, #1 VENTURA, CA 93001 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 15.39% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $906 | — | $906 | 2.56% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CA INS SVCS | 196 S FIR ST, #1 VENTURA, CA 93001 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $939 | $5K | 15.19% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $877 | — | $877 | 2.74% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CA INS SVCS | 10717 SORRENTO VALLEY RD SAN DIEGO, CA 92121 | MEDIEXCEL HEALTH PLAN | $1K | — | $1K | 4.90% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | MEDIEXCEL HEALTH PLAN | $237 | — | $237 | 0.86% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CA INS SVCS | 196 S FIR ST, #1 VENTURA, CA 93001 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 8.37% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $422 | — | $422 | 1.63% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CA INS SVCS | 196 S FIR ST, #1 VENTURA, CA 93001 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $631 | $4K | 15.13% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $600 | — | $600 | 2.49% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CA INS SVCS | 10717 SORRENTO VALLEY RD SAN DIEGO, CA 92121 | MEDIEXCEL HEALTH PLAN | $1K | — | $1K | 4.43% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | MEDIEXCEL HEALTH PLAN | $90 | — | $90 | 0.40% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CA INS SVCS | 10717 SORRENTO VALLEY RD SAN DIEGO, CA 92121 | MEDIEXCEL HEALTH PLAN | $716 | — | $716 | 4.23% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | MEDIEXCEL HEALTH PLAN | $143 | — | $143 | 0.85% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CA INS SVCS | 10717 SORRENTO VALLEY RD SAN DIEGO, CA 92121 | MEDIEXCEL HEALTH PLAN | $393 | — | $393 | 4.91% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | MEDIEXCEL HEALTH PLAN | $72 | — | $72 | 0.90% |
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 | 208 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 210 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts) | MEDIEXCEL HEALTH PLAN | 167 | $419K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 221 | $147K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 200 | $26K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 221 | $77K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 128 | $35K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 142 | $32K |
| Prescription drug(5 contracts) | MEDIEXCEL HEALTH PLAN | 167 | $419K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 221 | $101K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 221 | — |
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.