| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC.5 | 1528 SOUTH EL CAMINO REAL, STE 307 SAN MATEO, CA 94402 | UNITED HEALTHCARE INSURANCE COMPANY | $110K | — | $110K | 2.96% |
| FCE BENEFIT ADMINISTRATORS, INC.5 | 1528 SOUTH EL CAMINO REAL, STE 307 SAN MATEO, CA 94402 | COMPANION LIFE INSURANCE COMPANY | $59K | — | $59K | 6.26% |
| FCE BENEFIT ADMINISTRATORS, INC.5 | 1528 SOUTH EL CAMINO REAL, STE 407 SAN MATEO, CA 94402 | EYEMED | $2K | — | $2K | 2.50% |
| FCE BENEFIT ADMINISTRATORS, INC.3 | 1528 SOUTH EL CAMINO REAL, STE 407 SAN MATEO, CA 94402 | FIDELITY SECURITY LIFE INSURANCE | $3K | $13K | $16K | 26.75% |
| FORREST T JONES AND COMPANY, INC5 Filed as: FORREST T. JONES & COMPANY | 3130 BROADWAY KANSAS CITY, MO 64111 | FIDELITY SECURITY LIFE INSURANCE | — | $7K | $7K | 10.75% |
| FCE BENEFIT ADMINISTRATORS, INC.3 Filed as: FCE BENEFIT ADMINISTRATORS INC | 1528 SOUTH EL CAMINO REAL, STE 307 SAN MATEO, CA 94402 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $7K | $14K | 22.88% |
| FCE BENEFIT ADMINISTRATORS, INC.3 Filed as: FCE BENEFIT ADMINISTRATORS INC | 1528 SOUTH EL CAMINO REAL, STE 307 SAN MATEO, CA 94402 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $1K | $2K | 22.89% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. EIN 33-0330036 PLAN SERVICE PROVIDER | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 1528 SOUTH EL CAMINO REAL, STE 307 SAN MATEO, CA 94402 | $437K |
| TRUST MANAGEMENT SERVICES EIN 46-3922133 PLAN SERVICE PROVIDER | Trustee (directed); Accounting (including auditing) Service code 10 | 1 ALMADEN BLVD, SUITE 620 SAN JOSE, CA 95113 | $33K |
| BROADREACH MEDICAL RESOURCES EIN 20-0640082 PLAN SERVICE PROVIDER | Claims processing Service code 12 | 1350 BROADWAY, SUITE 410 NEW YORK, NY 10018 | $22K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 PLAN SERVICE PROVIDER | Accounting (including auditing) Service code 10 | 925 HIGHLAND POINTE DRIVE, STE 450 ROSEVILLE, CA 95678 | $15K |
| FIRST HEALTH INC. EIN 20-1736437 PLAN SERVICE PROVIDER | Insurance services; Claims processing Service code 12 | 3200 HIGHLAND AVE DOWNERS GROVE, IL 60515 | $11K |
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 | 847 | 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) | 847 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 842 | $4.7M |
| Dental | COMPANION LIFE INSURANCE COMPANY | 842 | $950K |
| Vision | EYEMED | 842 | $66K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 790 | $59K |
| Prescription drug | FIDELITY SECURITY LIFE INSURANCE | 364 | $61K |
| Other(2 contracts, 2 carriers) | MAGELLAN HEALTHCARE | 842 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 842 | — |
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.