| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN, INC. | $32K | — | $32K | 3.49% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD. STE 800 CONCORD, CA 945297924 | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 115 NORTH EL MOLINO AVENUE PASADENA, CA 91189 | UNITED CONCORDIA INSURANCE COMPANY | $6K | $511 | $7K | 6.50% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 10.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 10.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5666 CONCORD, CA 94524 | VISION SERVICE PLAN | $943 | — | $943 | 6.08% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 RIO VISTA, CA 94571 | HARTFORD LIFE AND ACCIDENT | $657 | — | $657 | 15.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94529 | UNITEDHEALTHCARE OF CALIFORNIA | $27 | — | $27 | 0.62% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 115 NORTH EL MOLINO AVENUE PASADENA, CA 91189 | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | $165 | $14 | $179 | 6.33% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $199 | — | $199 | 10.00% |
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 | 115 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 115 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 161 | $1.2M |
| Dental(2 contracts, 2 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 201 | $105K |
| Vision | VISION SERVICE PLAN | 87 | $16K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 115 | $20K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 115 | $19K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 161 | $1.2M |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 115 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 201 | — |
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.