| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACCESSEHR INSURANCE SERVICES3 Filed as: ACCESSEHR INSURANCE SERVICES, INC. | 610 COURT STREET, SUITE 102 MARTINEZ, CA 94533 | KAISER FOUNDATION HEALTH PLAN INC. | $25K | — | $25K | 2.50% |
| ACCESSEHR INSURANCE SERVICES3 Filed as: ACCESSEHR INSURANCE SERVICES, INC. | 610 COURT STREET, SUITE 102 MARTINEZ, CA 94553 | KAISER FOUNDATION HEALTH PLAN INC. | $14K | — | $14K | 2.50% |
| ACCESSEHR INSURANCE SERVICES3 Filed as: ACCESSEHR INSURANCE SERVICES, INC. | 610 COURT STREET, SUITE 102 MARTINEZ, CA 94553 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $14K | — | $14K | 4.96% |
| ACCESSEHR INSURANCE SERVICES3 | 2300 CONTRA COSTA BLVD STE 520 PLEASANT HILL, CA 94523 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | — | $15K | 10.47% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $10 | $7K | 5.24% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETWOWN ROAD SUITE 300 BETHESDA, MD 20814 | METROPOLITAN LIFE INSURANCE COMPANY | — | $368 | $368 | 0.26% |
| ACCESSEHR INSURANCE SERVICES3 Filed as: ACCESSEHR INSURANCE SERVICESS INC | 610 COURT STREET, SUITE 102 MARTINEZ, CA 94553 | HARTFORD LIFE AND ACCIDENT | $8K | — | $8K | 10.00% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 11788 | HARTFORD LIFE AND ACCIDENT | — | $4K | $4K | 5.00% |
| ACCESSEHR INSURANCE SERVICES3 | 2300 CONTRA COSTA BLVD STE 520 PLEASANT HILL, CA 94523 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $757 | — | $757 | 10.19% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 11788 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $378 | — | $378 | 5.09% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETWOWN ROAD SUITE 300 BETHESDA, MD 20814 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $104 | $104 | 1.40% |
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 | 322 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 323 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 88 | $1.9M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 374 | $147K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 374 | $140K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 422 | $221K |
| Long-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 422 | $221K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 88 | $1.9M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 422 | $221K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 422 | — |
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.