| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST. STE 2400 SAN FRANCISCO, CA 94104 | KAISER FOUNDATION HEALTH PLAN INC | $43K | $4K | $47K | 2.15% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | UNITEDHEALTHCARE INSURANCE COMPANY | $35K | — | $35K | 4.38% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 91189 | UNITED CONCORDIA INSURANCE COMPANY | $12K | — | $12K | 4.95% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD INSURANCE CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | VISION SERVICE PLAN | $2K | — | $2K | 4.05% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $5 | $3K | 10.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 91189 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $566 | $566 | 1.98% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 91189 | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | $332 | — | $332 | 5.03% |
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 | 275 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 275 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 458 | $3.0M |
| Dental(2 contracts, 2 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 576 | $242K |
| Vision | VISION SERVICE PLAN | 168 | $42K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 371 | $29K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 458 | $3.0M |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 371 | $29K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 576 | — |
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.