| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DBP INSURANCE SOLUTIONS3 | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 852603107 | KAISER FOUNDATION HEALTH PLAN INC. | $88K | — | $88K | 3.37% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET FLOOR 21 SAN FRANCISCO, CA 941058115 | KAISER FOUNDATION HEALTH PLAN INC. | $30K | — | $30K | 1.13% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY BOLWAR & ASSOCIATES INC. | DBA DBG BENEFITS SOLUTIONS 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | AETNA HEALTH, INC. | $47K | — | $47K | 2.99% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MCARTHUR BOULEVARD ORANGE, CA 92612 | AETNA HEALTH, INC. | $16K | — | $16K | 1.00% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY BOLWAR AND ASSOCIATES INC. | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 852603107 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | — | $10K | 5.45% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 900517953 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $302 | $3K | 1.51% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY BOLWAR & ASSOCIATES INC. | DBA DBG BENEFITS SOLUTIONS 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | AETNA LIFE INSURANCE COMPANY | $3K | — | $3K | 2.93% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MCARTHUR BOULEVARD ORANGE, CA 92612 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 1.19% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY BOLWAR PEDERSON | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85251 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $4K | — | $4K | 7.45% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 123 MISSION STREET SAN FRANCISCO, CA 94105 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 3.39% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY BOLWAR INSURANCE AGENCY | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 12.16% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE CO. | 135 MAIN STREET 21ST FLOOR SAN FRANCISCO, CA 94105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 2.84% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE CO. | P.O. BOX 511398 LOS ANGELES, CA 90051 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $197 | $197 | 0.38% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY BOLWAR PEDERSON | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | CALIFORNIA DENTAL NETWORK, INC. | $4K | — | $4K | 7.00% |
| DULEY BOLWAR & ASSOCIATES INC3 Filed as: DULEY BOLWAR INSURANCE AGENCY | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 6.53% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE CO. | 135 MAIN STREET 21ST FLOOR SAN FRANCISCO, CA 94105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $263 | — | $263 | 0.59% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE CO. | P.O. BOX 511398 LOS ANGELES, CA 90051 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $75 | $75 | 0.17% |
| EDGEWOOD PARTNER INSURANCE CENTER3 Filed as: EDGEWOOD PARTNER INSURANCE | 901 MARINERS ISLAND BOULEVARD SUITE 625 SAN MATEO, CA 94404 | TOTAL DENTAL ADMINISTRATORS HEALTH PLAN, INC. | $847 | — | $847 | 6.50% |
| DBA BENEFIT SOLUTIONS3 | 14805 NORTH 73RD STREET SCOTTSDALE, AZ 85260 | TOTAL DENTAL ADMINISTRATORS HEALTH PLAN, INC. | $74 | — | $74 | 0.57% |
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 | 598 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 599 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 652 | $4.3M |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 251 | $247K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 932 | $52K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 557 | $97K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 163 | $183K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 652 | $4.3M |
| Other(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 557 | $97K |
| 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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.