| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| REMICK ASSOCIATES3 | ONE PARK PLAZA, SUITE 600 IRVINE, CA 92614 | NIPPON LIFE INSURANCE COMPANY OF AMERICA | $296K | — | $296K | 2.88% |
| REMICK ASSOCIATES3 | ONE PARK PLAZA, SUITE 600 IRVINE, CA 92614 | PRIORITY HEALTH | $128K | — | $128K | 5.00% |
| REMICK ASSOCIATES3 | ONE PARK PLAZA, SUITE 600 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN INC. | $45K | — | $45K | 4.85% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS. & FNCL. SERVICES | 1133 WESTCHESTER AVENUE, #S-229 WHITE PLAINS, NY 10604 | METROPOLITAN LIFE INSURANCE COMPANY | $29K | $2K | $32K | 4.12% |
| GROUP STRATEGIES, LLC3 | 250 PEHLE AVENUE, SUITE 405 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $7K | $18K | 2.39% |
| REMICK ASSOCIATES3 | ONE PARK PLAZA, SUITE 600 IRVINE, CA 92614 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 0.31% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS. & FNCL. SERVICES | 1133 WESTCHESTER AVENUE, #S-229 WHITE PLAINS, NY 10604 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $9K | $9K | 4.60% |
| GROUP STRATEGIES, LLC3 | 250 PEHLE AVENUE, SUITE 405 SADDLE BROOK, NJ 07663 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 2.04% |
| REMICK ASSOCIATES3 | ONE PARK PLAZA, SUITE 600 IRVINE, CA 92614 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $394 | — | $394 | 0.19% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS. & FNCL. SERVICES | 1133 WESTCHESTER AVENUE, #S-229 WHITE PLAINS, NY 10604 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $7K | $7K | 4.59% |
| GROUP STRATEGIES, LLC3 | 250 PEHLE AVENUE, SUITE 405 SADDLE BROOK, NJ 07663 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 3.17% |
| REMICK ASSOCIATES3 | ONE PARK PLAZA, SUITE 600 IRVINE, CA 92614 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $194 | — | $194 | 0.12% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS. & FNCL. SERVICES | 1133 WESTCHESTER AVENUE, #S-229 WHITE PLAINS, NY 10604 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $5K | $5K | 4.59% |
| GROUP STRATEGIES, LLC3 | 250 PEHLE AVENUE, SUITE 405 SADDLE BROOK, NJ 07663 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 2.94% |
| REMICK ASSOCIATES3 | ONE PARK PLAZA, SUITE 600 IRVINE, CA 92614 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $379 | — | $379 | 0.32% |
| REMICK ASSOCIATES3 | ONE PARK PLAZA, SUITE 600 IRVINE, CA 92614 | VISION SERVICE PLAN | $3K | — | $3K | 2.45% |
| REMICK ASSOCIATES3 | ONE PARK PLAZA, SUITE 600 IRVINE, CA 92614 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $624 | — | $624 | 14.99% |
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 | 789 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 798 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | NIPPON LIFE INSURANCE COMPANY OF AMERICA | 476 | $13.7M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 2,337 | $764K |
| Vision | VISION SERVICE PLAN | 809 | $114K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 789 | $204K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 789 | $119K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 789 | $161K |
| Prescription drug(3 contracts, 3 carriers) | NIPPON LIFE INSURANCE COMPANY OF AMERICA | 476 | $13.7M |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 789 | $370K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,337 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.