| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON RISK SVCS OF FL INS SV | 13901 SUTTON PARK DRIVE S SUITE 360 BLDG C JACKSONVILLE, FL 32224 | CALIFORNIA PHYSICIANS SERVICE | $77K | — | $77K | 3.45% |
| TEVIS INSURANCE SOLUTIONS3 | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | CALIFORNIA PHYSICIANS SERVICE | $41K | — | $41K | 1.80% |
| AON CONSULTING INC3 Filed as: AON RISK SVCS INC OF FL INS SV | 13901 SUTTON PARK DRIVE S SUITE 360 BLDG C JACKSONVILLE, FL 32224 | KAISER FOUNDATION HEALTH PLANS INC. | $54K | — | $54K | 3.20% |
| TEVIS INSURANCE SOLUTIONS3 | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | KAISER FOUNDATION HEALTH PLANS INC. | $25K | — | $25K | 1.47% |
| AON CONSULTING INC3 Filed as: AON RISK SVCS INC OF FL INS SV | 13901 SUTTON PARK DRIVE S SUITE 360 BLDG C JACKSONVILLE, FL 32224 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $14K | — | $14K | 5.00% |
| TEVIS INSURANCE SOLUTIONS3 | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $14K | — | $14K | 5.00% |
| AON CONSULTING INC3 Filed as: AON RISK SVCS INC OF FL INS SV | — | GERBER LIFE INSURANCE COMPANY/MES VISION | $4K | — | $4K | 6.00% |
| TEVIS INSURANCE SOLUTIONS3 Filed as: TEVIS INSURANCE SOLUTIONS LLC | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | GERBER LIFE INSURANCE COMPANY/MES VISION | $2K | — | $2K | 3.34% |
| AON CONSULTING INC3 Filed as: AON RISK SVCS INC OF FL INS SV | 13901 SUTTON PARK DRIVE S SUITE 360 BLDG C JACKSONVILLE, FL 32224 | BLUE SHIELD OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANY | $2K | — | $2K | 7.15% |
| TEVIS INSURANCE SOLUTIONS3 | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | BLUE SHIELD OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANY | $754 | — | $754 | 2.85% |
| AON CONSULTING INC3 Filed as: AON RISK SVCS INC OF FL INS SV | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | UNITED HEALTHCARE INSURANCE COMPANY | $2K | — | $2K | 6.48% |
| THERESA J BOGGUS3 | 2622 STELLA BURNS DRIVE TUCKER, GA 30084 | UNITED HEALTHCARE INSURANCE COMPANY | $802 | — | $802 | 3.38% |
| TEVIS INSURANCE SOLUTIONS3 | 970 RESERVE DRIVE, SUITE 200 ROSEVILLE, CA 95678 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $6K | — | $6K | — |
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 | 698 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 702 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | CALIFORNIA PHYSICIANS SERVICE | 489 | $4.0M |
| Dental(2 contracts, 2 carriers) | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 368 | $299K |
| Vision(2 contracts, 2 carriers) | GERBER LIFE INSURANCE COMPANY/MES VISION | 367 | $85K |
| Life insurance(3 contracts, 3 carriers) | BLUE SHIELD OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANY | 761 | $50K |
| Prescription drug(4 contracts, 4 carriers) | CALIFORNIA PHYSICIANS SERVICE | 489 | $4.0M |
| Other(3 contracts, 3 carriers) | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 761 | $325K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 761 | — |
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 compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.