| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THOMAS W BOSTON3 Filed as: THOMAS NIAL | 171 E. THOUSAND OAKS BLVD. SUITE 208 THOUSAND OAKS, CA 91360 | KAISER FOUNDATION HEALTH PLAN INC. | $14K | — | $14K | 3.23% |
| ROBERT G. RELPH AGENCY, INC.3 Filed as: ROBERT C. RASMUSSEN | 171 E. THOUSAND OAKS BLVD. SUITE 208 THOUSAND OAKS, CA 91360 | KAISER FOUNDATION HEALTH PLAN INC. | $6K | — | $6K | 1.38% |
| THOMAS MEANS3 Filed as: THOMAS MICHAEL NIAL | 171 EAST THOUSAND OAKS BLVD. SUITE 208 THOUSAND OAKS, CA 91360 | HEALTH NET | $4K | — | $4K | 3.39% |
| ROBERT CARL RASMUSSEN JR3 Filed as: ROBERT CARL RASMUSSEN JR. | 171 E. THOUSAND OAKS BLVD. SUITE 208 THOUSAND OAKS, CA 91360 | HEALTH NET | $2K | — | $2K | 1.45% |
| THOMAS NIAL & ROBERT RASMUSSEN3 | 171 E. THOUSAND OAKS BLVD. SUITE 208 THOUSAND OAKS, CA 91360 | PROMINENCE HEALTH PLAN | $2K | — | $2K | 2.41% |
| THOMAS NIAL & ROBERT RASMUSSEN3 | 171 E. THOUSAND OAKS BLVD. SUITE 208 THOUSAND OAKS, CA 91360 | PROMINENCE HEALTH PLAN | $496 | — | $496 | 2.44% |
| THOMAS MEANS3 Filed as: THOMAS MICHAEL NIAL | 171 EAST THOUSAND OAKS BLVD. SUITE 208 THOUSAND OAKS, CA 91360 | HEALTH NET | $238 | — | $238 | 3.72% |
| ROBERT CARL RASMUSSEN JR3 Filed as: ROBERT CARL RASMUSSEN JR. | 171 E. THOUSAND OAKS BLVD. SUITE 208 THOUSAND OAKS, CA 91360 | HEALTH NET | $102 | — | $102 | 1.59% |
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 | 129 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 129 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 130 | $640K |
| Dental(2 contracts) | HEALTH NET | 15 | $135K |
| Vision(2 contracts) | HEALTH NET | 15 | $135K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 130 | — |
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.