| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3 POLARIS WAY 4TH FLOOR ALISO VIEJO, CA 92656 | BLUE SHIELD OF CALIFORNIA | $6K | $222K | $228K | 4.23% |
| DAVID J DIMARIA3 | 130 N BRAND BLVD STE 310 GLENDALE, CA 91203 | BLUE SHIELD OF CALIFORNIA | — | $112K | $112K | 2.08% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3 POLARIS WAY STE 400 ALISO VIEJO, CA 92656 | METROPOLITAN LIFE INSURANCE COMPANY | $58K | — | $58K | 9.97% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GRP INC | 5110 N 40TH ST STE 234 PHOENIZ, AZ 85018 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $6K | $13K | 2.25% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 1615 MURRAY CANYON RD STE 1050 SAN DIEGO, CA 92108 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 0.90% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHWEST PARTNERS INS | 4000 WESTERLY PLACE SUITE 100 NEWPORT BEACH, CA 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | $3K | $15K | 4.20% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHWEST PARTNERS INS | 4000 WESTERLY PLACE STE 100 NEWPORT BEACH, CA 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $58K | — | $58K | 100.00% |
| ACRISURE LLC3 Filed as: ACRISURE SOUTHWEST PARTNERS INS | 4000 WESTERLY PLACE SUITE 100 NEWPORT BEACH, CA 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $310 | $4K | 10.70% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3 POLARIS WAY STE 400 ALISO VIEJO, CA 92656 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | — | $6K | 22.84% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GRP INC | 5110 N 40TH ST STE 234 PHOENIX, AZ 85018 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $258 | $2K | 6.37% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 1615 MURRAY CANTON RD STE 1050 SAN DIEGO, CA 92108 | METROPOLITAN LIFE INSURANCE COMPANY | — | $277 | $277 | 1.11% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS | 1787 SENTRY PKWY W BLDG 16, STE 320 BLUE BELL, PA 19422 | METROPOLITAN LIFE INSURANCE COMPANY | $92 | — | $92 | 0.37% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 3130 HARBOR BLVD STE 140 SANTA ANA, CA 92704 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | — | $0 | — |
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 | 255 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 257 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 741 | $5.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 613 | $584K |
| Vision | BLUE SHIELD OF CALIFORNIA | 741 | $5.4M |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 256 | $392K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 256 | $355K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 256 | $355K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 741 | $5.4M |
| Other(4 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 256 | $450K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 741 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.