| 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 | $174K | $6K | $179K | 3.35% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | DELTA DENTAL OF CALIFORNIA | $19K | — | $19K | 4.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042216 | KAISER FOUNDATION HEALTH PLAN | $10K | — | $10K | 2.30% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET FL 24 SAN FRANCISCO, CA 941042102 | KAISER FOUNDATION HEALTH PLAN | $3K | — | $3K | 0.69% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET SUITE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN INC. | $3K | — | $3K | 2.44% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET FL 24 SAN FRANCISCO, CA 941042102 | KAISER FOUNDATION HEALTH PLAN INC. | $706 | — | $706 | 0.61% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 102159 PASADENA, CA 911892189 | VISION SERVICE PLAN | $3K | — | $3K | 3.99% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 44675 MACARTHUR COURT SUITE 750 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | $1K | $9K | 17.17% |
| ARCHON LLC3 Filed as: ARCHON, LLC | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 44675 MACARTHUR COURT SUITE 750 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $831 | $8K | 16.84% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 44675 MACARTHUR COURT SUITE 750 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $687 | $6K | 16.91% |
| ARCHON LLC3 Filed as: ARCHON, LLC | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| 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 | $5K | $647 | $6K | 16.98% |
| ARCHON LLC3 Filed as: ARCHON, LLC | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 44675 MACARTHUR COURT SUITE 750 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $645 | $2K | 6.01% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 44675 MACARTHUR COURT SUITE 750 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $627 | $5K | 17.21% |
| ARCHON LLC3 Filed as: ARCHON, LLC | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 5.00% |
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 | 425 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 425 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 746 | $5.9M |
| Dental | DELTA DENTAL OF CALIFORNIA | 828 | $473K |
| Vision | VISION SERVICE PLAN | 443 | $76K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 425 | $77K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 127 | $28K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 131 | $53K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN | 72 | $533K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 188 | $69K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 828 | — |
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.