| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE SOUTHWEST PARTNERS | INSURANCE SERVICES, LLC 611 ANTON BLVD, SUITE 1400 COSTA MESA, CA 92626 | SUN LIFE ASSURANCE COMPANY OF CANADA | $136K | — | $136K | 8.71% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR URBANDALE, IA 50323 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $68K | $68K | 4.36% |
| ACRISURE LLC3 | 1460 US HIGHWAY 9 N SUITE 307 WOODBRIDGE, NJ 07095 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $18K | $18K | 1.12% |
| ACRISURE LLC3 Filed as: ACRISURE SW PARTNERS INS SRVCS | 611 ANTON BLVD STE 1400 COSTA MESA, CA 92626 | KAISER FOUNDATION HEALTH PLAN INC | $31K | — | $31K | 2.29% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3130 S HARBOR BLVD STE 140 SANTA ANA, CA 92704 | KAISER FOUNDATION HEALTH PLAN INC | $2K | — | $2K | 0.15% |
| HINDS FINANCIAL GROUP, INC.3 | 1818 SPRING ST PASO ROBLES, CA 93446 | KAISER FOUNDATION HEALTH PLAN INC | $2K | — | $2K | 0.15% |
| OSBORN INSURANCE SERVICES3 | 555 FRONTIER WAY TEMPLETON, CA 93465 | KAISER FOUNDATION HEALTH PLAN INC | $2K | — | $2K | 0.15% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA | 100 OTTAWA AVE SW GRAND RAPIDS, MI 49053 | FIRST STOP HEALTH, LLC | $37K | — | $37K | 8.41% |
| ABD INS. AND FINANCIAL SVCS., INC.3 Filed as: ABD INSURANCE AND FINANCIAL SRVC | 777 MARINERS ISLAND BLVD STE 250 SAN MATEO, CA 94404 | KAISER FOUNDATION HEALTH PLAN INC | $16K | — | $16K | 5.09% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3130 S HARBOR BLVD STE 140 SANTA ANA, CA 92704 | KAISER FOUNDATION HEALTH PLAN INC | — | — | $0 | 0.00% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 100 OTTAWA AVENUE SW GRAND RAPIDS, MI 49503 | CONTINENTAL AMERICAN INSURANCE COMPANY | $95K | — | $95K | 69.92% |
| TRACY L HOSTLER3 Filed as: TRACY HINRICHS | 55 MIDWAY ISLAND CLEARWATER, FL 33767 | CONTINENTAL AMERICAN INSURANCE COMPANY | $25K | — | $25K | 18.48% |
| THERESA GOMEZ3 Filed as: THERESA ESCALERA GOMEZ | 9815 STEELHEAD RD PASO ROBLES, CA 93446 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9K | — | $9K | 6.95% |
| KAREN ANNETTE WILSON3 | 919 SAINT ANN DR PASO ROBLES, CA 93446 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 4.64% |
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 | 2,475 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,486 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 201 | $1.7M |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,439 | $1.6M |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,439 | $1.6M |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,439 | $1.6M |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,439 | $1.6M |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,439 | $1.6M |
| Other(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,673 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,673 | — |
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.