| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DANONE SIMPSON INSURANCE SERVICES3 | 24005 VENTURA BLVD CALABASAS, CA 91302 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $22K | $4K | $26K | 17.74% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | PO BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $2K | $2K | 1.50% |
| DANONE SIMPSON INSURANCE SERVICES3 | 24005 VENTURA BLVD CALABASAS, CA 91302 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $18K | $3K | $21K | 19.82% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | PO BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $602 | $3K | $4K | 3.42% |
| DANONE SIMPSON INSURANCE SERVICES3 | 24005 VENTURA BLVD CALABASAS, CA 91302 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $16K | $3K | $19K | 18.25% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | PO BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $3K | $3K | 3.01% |
| DANONE SIMPSON INSURANCE SERVICES3 | 24005 VENTURA BLVD CALABASAS, CA 91302 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $7K | $0 | $7K | 14.27% |
| DANONE SIMPSON INSURANCE SERVICES3 | 24005 VENTURA BLVD CALABASAS, CA 91302 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6K | $0 | $6K | 12.82% |
| DANONE SIMPSON INSURANCE SERVICES3 | 24005 VENTURA BLVD CALABASAS, CA 91302 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6K | $0 | $6K | 12.87% |
| DANONE SIMPSON INSURANCE SERVICES3 | 24005 VENTURA BLVD. CALABASAS, CA 91302 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | $756 | $5K | 18.01% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | PO BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $757 | $757 | 3.00% |
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 | 1,426 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,429 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,360 | $17.8M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 2,318 | $763K |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 2,318 | $763K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,426 | $147K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 251 | $104K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 297 | $106K |
| Other(5 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,426 | $309K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,318 | — |
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 comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.