| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | BLUE CROSS OF CALIFORNIA | $182K | $6K | $188K | 3.31% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | DELTA DENTAL OF CALIFORNIA | $21K | — | $21K | 4.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET SUITE 2400 SAN FRANCISCO, CA 94104 | KAISER FOUNDATION HEALTH PLAN | $12K | — | $12K | 3.08% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET SUITE 2400 SAN FRANCISCO, CA 94104 | KAISER FOUNDATION HEALTH PLAN INC. | $3K | — | $3K | 3.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 102159 PASADENA, CA 91189 | VISION SERVICE PLAN | $3K | — | $3K | 3.98% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 44675 MACARTHUR COURT SUITE 750 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | — | $12K | 15.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 4.05% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 3.45% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS INC. | 225 WIRELESS BLVD SUITE 200 HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $733 | $733 | 0.95% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 44675 MACARTHUR COURT SUITE 750 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | — | $8K | 15.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.17% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.04% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS INC. | 225 WIRELESS BLVD SUITE 200 HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $457 | $457 | 0.82% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.06% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 44675 MACARTHUR COURT SUITE 750 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 4.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 3.98% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS INC. | 225 WIRELESS BLVD SUITE 200 HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $404 | $404 | 0.94% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 44675 MACARTHUR COURT SUITE 750 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.00% |
| EDGWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 3.45% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS INC. | 225 WIRELESS BLVD SUITE 200 HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $417 | $417 | 1.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTENRS INSURANCE CENTER | 44675 MACARTHUR COURT SUITE 750 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 60.93% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 16.29% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 15.48% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS INC. | 225 WIRELESS BLVD SUITE 200 HAUPPAGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $419 | $419 | 4.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 44675 MACARTHUR COURT SUITE 750 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 67.80% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 17.45% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 15.58% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS INC. | 225 WIRELESS BLVD SUITE 200 HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $516 | $516 | 5.15% |
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 | 448 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 448 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 743 | $6.2M |
| Dental | DELTA DENTAL OF CALIFORNIA | 846 | $533K |
| Vision | VISION SERVICE PLAN | 443 | $85K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 448 | $98K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 139 | $42K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 152 | $77K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN | 81 | $500K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 233 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 846 | — |
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.