| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MANAGEASE INC.3 | P.O. BOX 2395 ANAHEIM, CA 92814 | BLUE CROSS OF CALIFORNIA | $10K | — | $10K | 4.57% |
| MANAGEASE INC.3 | P.O. BOX 2395 SANTA ANA, CA 92814 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | — | $4K | 4.73% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL OF CA INS. SVCS. | P.O. BOX 2158 RIVERSIDE, CA 92516 | KAISER FOUNDATION HEALTH PLAN INC. | — | $210 | $210 | 0.23% |
| MANAGEASE INC.3 | P.O. BOX 2395 ANAHEIM, CA 92814 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 6.22% |
| MANAGEASE INC.3 | P.O. BOX 2395 ANAHEIM, CA 92814 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $938 | — | $938 | 9.18% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PKWY. SE, SUITE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $83 | — | $83 | 0.81% |
| MANAGEASE INC.3 | P.O. BOX 2395 ANAHEIM, CA 92814 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $454 | — | $454 | 9.33% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PKWY. SE, SUITE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $32 | — | $32 | 0.66% |
| MANAGEASE INC.3 | P.O. BOX 2395 ANAHEIM, CA 92814 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $431 | — | $431 | 9.35% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PKWY. SE, SUITE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $31 | — | $31 | 0.67% |
| MANAGEASE INC.3 | P.O. BOX 2395 ANAHEIM, CA 92814 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $168 | — | $168 | 9.18% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PKWY. SE, SUITE 1950 ATLANTA, GA 30339 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $15 | — | $15 | 0.82% |
| MANAGEASE INC.3 | P.O. BOX 2395 ANAHEIM, CA 92814 | SAFEGUARD HEALTH PLANS, INC. | $53 | — | $53 | 6.84% |
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 | 108 | 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) | 108 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 42 | $305K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 134 | $53K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 134 | $53K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 108 | $7K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 20 | $5K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 108 | $10K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 42 | $305K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 108 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 134 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.