| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 160 FEDERAL STREET, 4TH FLOOR BOSTON, MA 02110 | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $31K | $0 | $31K | 0.93% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 1103 HUNDER DRIVE, SUITE 100 MOUNT PLEASANT, WI 53406 | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $9 | $0 | $9 | 0.00% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INS. SERVICES, INC. | 32110 AGOURA ROAD WESTLAKE VILLAGE, CA 91361 | BLUE CROSS OF CALIFORNIA | $0 | $54K | $54K | 2.20% |
| JOHNSON INSURANCE SERVICES LLC3 Filed as: JOHNSON INSURANCE SERVICES, LLC | 1103 HUNTER DRIVE, SUITE 100 MOUNT PLEASANT, WI 53406 | BLUE CROSS OF CALIFORNIA | $46K | $0 | $46K | 1.85% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 160 FEDERAL STREET, 4TH FLOOR BOSTON, MA 02110 | BLUE CROSS OF CALIFORNIA | $15K | $0 | $15K | 0.63% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 1103 HUNTER DRIVE, SUITE 100 MOUNT PLEASANT, WI 53406 | METROPOLITAN LIFE INSURANCE COMPANY | $44K | $290 | $44K | 3.67% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 160 FEDERAL STREET, 4TH FLOOR BOSTON, MA 02110 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 0.27% |
| RSC INSURANCE BROKERAGE INC3 Filed as: RSC INSURANCE BROKERAGE, INC. | 1103 HUNTER DRIVE MOUNT PLEASANT, WI 53406 | KAISER FOUNDATION HEALTH PLAN, INC. | $21K | $0 | $21K | 5.36% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INS. SERVICES, INC. | 32110 AGOURA ROAD WESTLAKE VILLAGE, CA 91361 | KAISER FOUNDATION HEALTH PLAN, INC. | $10K | $0 | $10K | 2.60% |
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 | 479 | 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) | 479 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | QUARTZ HEALTH BENEFIT PLANS CORPORATION | 530 | $6.2M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,126 | $1.2M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,126 | $1.2M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,126 | $1.2M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,126 | $1.2M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,126 | $1.2M |
| Prescription drug(3 contracts, 3 carriers) | QUARTZ HEALTH BENEFIT PLANS CORPORATION | 530 | $6.2M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,126 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,126 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.