| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JTW & ASSOCIATES INC3 Filed as: JTW & ASSOCIATES | 940 S. COAST DRIVE COSTA MESA, CA 92626 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $32K | — | $32K | 4.86% |
| JTW & ASSOCIATES INC3 Filed as: JTW & ASSOCIATES | 940 S. COAST DRIVE COSTA MESA, CA 92626 | KAISER FOUNDATION HEALTH PLAN INC. | $25K | — | $25K | 4.56% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL STREET, SUITE 110 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN INC. | $2K | — | $2K | 0.41% |
| JTW & ASSOCIATES INC3 Filed as: JTW & ASSOCIATES | 940 S. COAST DRIVE COSTA MESA, CA 92626 | KAISER FOUNDATION HEALTH PLAN INC. | $13K | — | $13K | 4.40% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL STREET, SUITE 110 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN INC. | $1K | — | $1K | 0.37% |
| JTW & ASSOCIATES INC3 Filed as: JTW & ASSOCIATES | 940 S. COAST DRIVE COSTA MESA, CA 92626 | UNITED HEALTHCARE INSURANCE COMPANY | $5K | — | $5K | 5.90% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL STREET, SUITE 110 NEWPORT BEACH, CA 92660 | UNITED HEALTHCARE INSURANCE COMPANY | $266 | — | $266 | 0.29% |
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 | 250 | 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) | 251 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 115 | $1.5M |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 199 | $91K |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 199 | $91K |
| Prescription drug(3 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 115 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 199 | — |
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.