| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | KAISER FOUNDATION HEALTH PLAN INC. | $38K | — | $38K | 4.01% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | $525 | $6K | 7.09% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC. | 5110 N. 40TH STREET, SUITE 234 PHOENIX, AZ 85018 | UNITED HEALTHCARE INSURANCE COMPANY | $3K | $250 | $3K | 3.28% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | DELTA DENTAL OF CALIFORNIA | $5K | — | $5K | 7.42% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | DELTA DENTAL OF CALIFORNIA | $2K | — | $2K | 10.00% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | FIDELITY SECURITY LIFE INSURANCE COMPANY (EYEMED VISION CARE) | $1K | — | $1K | 7.35% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $71 | $1K | 9.91% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVE., 12TH FLOOR WOODLAND HILLS, CA 91367 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $252 | — | $252 | 2.29% |
| THOMAS M. NIAL3 | 171 E. THOUSAND OAKS BLVD., STE 208 WESTLAKE VILLAGE, CA 91361 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $144 | — | $144 | 1.31% |
| DAVID K. BERLINGER3 | 30961 W. AGOURA RD., SUITE 109 WESTLAKE VILLAGE, CA 91361 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $138 | — | $138 | 1.26% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $516 | $103 | $619 | 11.99% |
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 | 227 | 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) | 227 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 199 | $1.0M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 103 | $90K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY (EYEMED VISION CARE) | 226 | $15K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 227 | $18K |
| Short-term disability | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 52 | $11K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 199 | $956K |
| Other(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 227 | $29K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 227 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.