| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRIAN ULLRICH3 | PO BOX 579258 MODESTO, CA 95357 | KAISER FOUNDATION HEALTH PLAN, INC. | $149K | — | $149K | 3.28% |
| STOP LOSS INSURANCE SERVICES, INC.3 Filed as: STOP LOSS INSURANCE SERVICES | 940 ADAMS ST SUITE G BENICIA, CA 94510 | STOP LOSS INSURANCE SERVICES | — | — | $0 | 0.00% |
| BRIAN ULLRICH3 | PO BOX 579258 MODESTO, CA 95357 | VISION SERVICE PLAN | — | — | $0 | 0.00% |
| BRIAN ULLRICH3 | PO BOX 579258 MODESTO, CA 95357 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $21K | — | $21K | 10.74% |
| BRIAN ULLRICH3 | PO BOX 579258 MODESTO, CA 95357 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $15K | — | $15K | 10.00% |
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 | 1,148 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,150 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,149 | $4.9M |
| Vision | VISION SERVICE PLAN | 2,384 | $325K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 5,726 | $347K |
| Stop-loss / reinsurancereinsurance | STOP LOSS INSURANCE SERVICES | 1,149 | $374K |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 5,726 | $154K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,726 | — |
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.