| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANTHONY GEORGE BLOCH3 | 11500 WEST OLYMPIC BOULEVARD, SUITE LOS ANGELES, CA 90064 | AETNA LIFE INSURANCE COMPANY | $19K | $0 | $19K | 4.32% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: WORD AND BROWN INSURANCE ADMIN. INC | 721 SOUTH PARKER, SUITE 300 ORANGE, CA 92868 | AETNA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 1.08% |
| ANTHONY GEORGE BLOCH3 | 11500 WEST OLYMPIC BOULEVARD, SUITE LOS ANGELES, CA 90064 | AETNA HEALTH, INC. | $14K | $0 | $14K | 3.73% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: WORD AND BROWN INSURANCE ADMIN. INC | 721 SOUTH PARK, SUITE 300 ORANGE, CA 92868 | AETNA HEALTH, INC. | $4K | $0 | $4K | 0.93% |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 196 | $830K |
| Dental | AETNA LIFE INSURANCE COMPANY | 196 | $444K |
| Vision | AETNA LIFE INSURANCE COMPANY | 196 | $444K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 196 | $830K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 196 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.