| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INSURICA, INC.3 Filed as: INSURICA CA INSURANCE SERVICES LLC | 8500 STOCKDALE HWY, STE 200 BAKERSFIELD, CA 93311 | BLUE CROSS OF CALIFORNIA | $67K | $0 | $67K | 4.32% |
| INSURICA, INC.3 Filed as: MICHAEL BAKONYI, INSURICA | 9600 GREAT HILLS TRL, STE 225W AUSTIN, TX 78759 | DELTA DENTAL OF SOUTH DAKOTA | $3K | $0 | $3K | 1.54% |
| INSURICA, INC.3 Filed as: INSURICA TX INS SVCS INC | 9600 GREAT HILLS TRL, STE 225 W AUSTIN, TX 78759 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | $622 | $12K | 10.54% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC | 8834 N CAPITAL OF TEXAS HWY ST AUSTIN, TX 78759 | VISION SERVICE PLAN | $1K | $0 | $1K | 4.76% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES INC. | 9600 GREAT HILLS TRL, STE 225 W AUSTIN, TX 78759 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $112 | $2K | 10.48% |
| INSURICA, INC.3 Filed as: INSURICA TX INS SVCS INC | 9600 GREAT HILLS TRL STE 225 W AUSTIN, TX 78759 | UNUM INSURANCE COMPANY | $2K | $72 | $2K | 15.55% |
| INSURICA, INC.3 Filed as: INSURICA TX INSURANCE SERVICES | 9600 GREAT HILLS TRL, STE 225 W AUSTIN, TX 78759 | UNUM INSURANCE COMPANY | $1K | $51 | $2K | 14.32% |
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 | 254 | 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) | 255 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF CALIFORNIA | 271 | $1.6M |
| Dental | DELTA DENTAL OF SOUTH DAKOTA | 361 | $171K |
| Vision | VISION SERVICE PLAN | 152 | $28K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 244 | $138K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 244 | $115K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 244 | $115K |
| Prescription drug | BLUE CROSS OF CALIFORNIA | 271 | $1.6M |
| Other(4 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 244 | $162K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 361 | — |
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.