| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GARY K GREENSAGE, LLC3 Filed as: GARY K. GREENSAGE LLC | 18230 N ELDRIDGE PKWY TOMBALL, TX 77377 | KAISER FOUNDATION HEALTH PLANS INC | $15K | — | $15K | 1.59% |
| BB&H BENEFIT DESIGNS3 | 109 EAST VICTORIA STREET SANTA BARBARA, CA 93101 | KAISER FOUNDATION HEALTH PLANS INC | $13K | — | $13K | 1.41% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA STREET SANTA BARBARA, CA 93101 | UNITED CONCORDIA COMPANIES, INC | $8K | $2K | $10K | 2.83% |
| GARY K GREENSAGE, LLC3 Filed as: GARY K. GREENSAGE, LLC | 18230 N. ELDRIDGE PKWY TOMBALL, TX 77377 | UNITED CONCORDIA COMPANIES, INC | $9K | — | $9K | 2.67% |
| GARY K GREENSAGE, LLC3 Filed as: GARY K. GREENSAGE, LLC | 18230 N ELDRIDGE PKWY TOMBALL, TX 77377 | RELIASTAR LIFE INSURANCE COMPANY | $3K | — | $3K | 1.07% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA STREET SANTA BARBARA, CA 93101 | RELIASTAR LIFE INSURANCE COMPANY | $2K | — | $2K | 0.95% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS, INC. | 2200 S. MAIN ST., STE 600 SOUTH SALT LAKE, UT 84115 | RELIASTAR LIFE INSURANCE COMPANY | — | $1K | $1K | 0.41% |
| BB&H BENEFIT DESIGNS3 | 109 EAST VICTORIA STREET SANTA BARBARA, CA 93101 | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY | $4K | — | $4K | 7.39% |
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 | 382 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 390 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLANS INC | 174 | $926K |
| Dental | UNITED CONCORDIA COMPANIES, INC | 318 | $336K |
| Vision | ANTHEM BLUE CROSS LIFE & HEALTH INSURANCE COMPANY | 277 | $54K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 382 | $259K |
| Short-term disability(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 382 | $259K |
| Long-term disability | RELIASTAR LIFE INSURANCE COMPANY | 382 | $259K |
| Prescription drug | KAISER FOUNDATION HEALTH PLANS INC | 174 | $926K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 382 | $259K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 382 | — |
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.