| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| F.B.P. INSURANCE SERVICES, LLC3 Filed as: F.B.P. INSURANCE SERVICES, INC. | 130 THEORY, SUITE 200 IRVINE, CA 926173065 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 5.47% |
| AGIS NETWORK INC3 | 2122 KRATKY ROAD ST. LOUIS, MO 63114 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | $13 | $8K | 7.50% |
| F.B.P. INSURANCE SERVICES, LLC3 | 414 GALLIMORE DAIRY ROAD GREENSBORO, NC 27409 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | $13 | $8K | 7.50% |
| F.B.P. INSURANCE SERVICES, LLC3 | 130 THEORY STREET, SUITE 200 IRVINE, CA 92617 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11K | — | $11K | 10.00% |
| ROBERT WADE OLSON3 | 130 THEORY ST., STE 200 IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 11.34% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | SOUTHERN CA SERIES DEPT LA 23940 PASADENA, CA 91185 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 5.52% |
| F.B.P. INSURANCE SERVICES, LLC3 | 414 GALLIMORE DAIRY ROAD STE F GREENSBORO, NC 27409 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $529 | $529 | 0.82% |
| F.B.P. INSURANCE SERVICES, LLC3 Filed as: F.B.P INSURANCE SERVICES LLC | 414 GALLIMORE DAIRY ROAD, STE 206 ROSWELL, GA 30075 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $449 | $7K | 13.81% |
| JAMES H. VAN EPPS3 Filed as: JAMES H VAN EPPS | 10930 CRABAPPLE RD, STE 206 ROSWELL, GA 30075 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 7.38% |
| CHARLES D. BLOCK3 Filed as: CHARLES D BLOCK | UNIT 208 648 VILLAGE PARK DR WILMINGTON, NC 28405 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 7.38% |
| THOMAS CHRISTOPHER SMITH3 | 2928 FOSTER CREIGHTON DR NASHVILLE, TN 37204 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 2.97% |
| CHARLES D. BLOCK3 Filed as: CHARLES D BLOCK | UNIT 208 648 VILLAGE PARK DR WILMINGTON, NC 28405 | UNUM LIFE INSURANCE COMPANY OF AMERICA | -$3K | -$499 | -$4K | -7.39% |
| F.B.P. INSURANCE SERVICES, LLC3 | 130 THEORY STREET DBA PRECEPT INSURANCE SOLUTIONS IRVINE, CA 92617 | HYATT LEGAL PLANS | $4K | — | $4K | 10.90% |
| F.B.P. INSURANCE SERVICES, LLC3 Filed as: F.B.P. INSURANCE SERVICES, INC. | 130 THEORY, SUITE 200 IRVINE, CA 926173065 | KAISER FOUNDATION HEALTH PLAN INC | $2K | — | $2K | 7.93% |
| ROBERT WADE OLSON3 | 130 THEORY ST, STE 200 IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 13.42% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | SOUTHERN CA SERIES DEPT LA 23940 PASADENA, CA 91185 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $187 | — | $187 | 2.23% |
| F.B.P. INSURANCE SERVICES, LLC3 | 414 GALLIMORE DAIRY ROAD, STE F GREENSBORO, NC 27409 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $108 | $108 | 1.29% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | PO BOX 5668 CONCORD, CA 94524 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $250 | — | $250 | 4.40% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNES INS CTR | 135 MAIN ST 21ST FL SAN FRANCISCO, CA 94105 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $77 | $77 | 1.35% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COMPANIES LLC | SOUTHEN CA SERES DEPT LA 23940 PASADENA, CA 91185 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $31 | — | $31 | 0.55% |
| LOCKTON COMPANIES, LLC3 Filed as: LOCKTON COS LLC-SOUTHERN CA SERIES | DEPT LA 23940 PASADENA, CA 91185 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 2.79% |
| ROBERT WADE OLSON3 | 130 THEORY, STE 200 IRVINE, CA 92612 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $71 | — | $71 | 2.54% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $35 | $24 | $59 | 2.11% |
| F.B.P. INSURANCE SERVICES, LLC3 Filed as: F.B.P. INSURANCE SERVICES LLC | 414 GALLIMORE DAIRY ROAD, STE F GREENSBORO, NC 27409 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $5 | $5 | 0.18% |
| FBP INSURANCE SERVICES3 | 130 THEORY, SUITE 200 IRVINE, CA 92617 | AETNA INTERNATIONAL | $389 | — | $389 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $831K |
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 | 1,522 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 21 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,543 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 20 | $269K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 5 | $109K |
| Vision | VISION SERVICE PLAN | 1,094 | $142K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 3,602 | $1.2M |
| Short-term disability(5 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 3,602 | $1.1M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 3,602 | $966K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 20 | $269K |
| Other(8 contracts, 6 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 3,602 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,602 | — |
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.