| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD IRVINE, CA 92612 | AETNA LIFE INSURANCE COMPANY | $13K | — | $13K | 0.24% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2300 CONTRA COSTA BLVD STE 375 PLEASANT HILL, CA 94523 | KAISER FOUNDATION HEALTH PLAN, INC. | $9K | — | $9K | 3.82% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SVCS, LLC | 675 W FOOTHILL BLVD SUITE 202 CLAREMONT, CA 91711 | KAISER FOUNDATION HEALTH PLAN, INC. | $638 | — | $638 | 0.28% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 301 GRANT ST # 470 PITTSBURGH, PA 15219 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 4.92% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 2.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 301 GRANT ST #470 PITTSBURGH, PA 15219 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 3.74% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 2.36% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 301 GRANT ST # 470 PITTSBURGH, PA 15219 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 3.88% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 2.13% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 301 GRANT ST # 470 PITTSBURGH, PA 15219 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | — | $12K | 15.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 2.09% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2300 CONTRA COSTA BLVD STE 375 PLEASANT HILL, CA 94523 | KAISER FOUNDATION HEALTH PLAN, INC. | $3K | — | $3K | 4.18% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST | CHURCH ST PO BOX 4557 NEW YORK, NY 10249 | DELTA DENTAL OF WISCONSIN | $3K | — | $3K | 8.45% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 251 PROGRESS WAY STE 300 WAUNAKEE, WI 53597 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $1K | $4K | 13.22% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE CO | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $103 | $1K | 3.64% |
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 | 437 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 20 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 465 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 743 | $6.4M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 743 | $5.5M |
| Vision | AETNA LIFE INSURANCE COMPANY | 743 | $5.5M |
| Life insurance(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 484 | $214K |
| Short-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 483 | $131K |
| Long-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 475 | $142K |
| Prescription drug(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 743 | $6.4M |
| Other(4 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 484 | $324K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 743 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.