| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET 21ST FLOOR SAN FRANCISCO, CA 941058115 | KAISER FOUNDATION HEALTH PLAN INC. | $109K | — | $109K | 4.51% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MCARTHUR BOULEVARD ORANGE, CA 92612 | AETNA HEALTH, INC. | $63K | — | $63K | 3.97% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1743 CREEKSIDE DRIVE SUITE 200 FOLSOM, CA 95630 | PRINCIPAL LIFE INSURANCE COMPANY | $7K | — | $7K | 3.63% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MCARTHUR BOULEVARD ORANGE, CA 92612 | AETNA LIFE INSURANCE COMPANY | $6K | $7K | $13K | 8.94% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 135 MAIN STREET 21ST FLOOR SAN FRANCISCO, CA 94105 | CALIFORNIA DENTAL NETWORK, INC. | $4K | — | $4K | 7.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET 21ST FLOOR SAN FRANCISCO, CA 94105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | $1K | $9K | 17.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 123 MISSION STREET SAN FRANCISCO, CA 94105 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 5.85% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 900517953 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 3.32% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET 21ST FLOOR SAN FRANCISCO, CA 94105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $881 | $4K | 9.27% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET 21ST FLOOR SAN FRANCISCO, CA 94105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 14.95% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET 21ST FLOOR SAN FRANCISCO, CA 941058115 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $247 | $1K | 15.93% |
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 | 569 | 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) | 569 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 675 | $4.1M |
| Dental(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 361 | $238K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 932 | $52K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 569 | $97K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 42 | $8K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 675 | $4.1M |
| Other(3 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 569 | $133K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 932 | — |
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.