| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES INC | 8950 CAL CENTER DRIVE BUILDING 3, SUITE 200 SACRAMENTO, CA 95826 | KAISER FOUNDATION HEALTH PLAN INC. | $22K | $0 | $22K | 3.40% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES INC | PO BOX 255188 SACRAMENTO, CA 95865 | CYPRESS DENTAL ADMINISTRATORS | $4K | $0 | $4K | 3.63% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES INC | PO BOX 255188 SACRAMENTO, CA 95865 | HEALTHIEST YOU | $5K | $0 | $5K | 15.00% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES INC | 1357 A EAST LASSEN AVENUE CHICO, CA 95973 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $415 | $2K | 10.00% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES INC | 8950 CAL CENTER DRIVE BUILDING 3, SUITE 200 SACRAMENTO, CA 95826 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 9.19% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES | PO BOX 8110 CHICO, CA 95927 | VISION SERVICE PLAN | $886 | $0 | $886 | 6.40% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES INC | PO BOX 255188 SACRAMENTO, CA 95865 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $751 | $0 | $751 | 8.35% |
| STEPHANIE NOELLE KUGLER3 Filed as: STEPHANIE KUGLER | 21068 VALLEY CIRCLE ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $119 | $0 | $119 | 1.32% |
| BRIAN ROBERT LLOYD3 Filed as: BRIAN LLOYD | 3053 COPPERWOOD WAY EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.48% |
| CASEY JAMES KUGLER3 Filed as: CASEY KUGLER | 21068 VALLEY CIRCLE ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.48% |
| SALVADOR HEREDIA3 | 700 EL CAMINITO LIVERMORE, CA 94550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $0 | $40 | 0.44% |
| PAMELA KAY LONG3 Filed as: PAMELA LONG | 200 SOUTH LEXINGTON DRIVE FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $0 | $28 | 0.31% |
| MJ INSURANCE3 Filed as: BRITTANY LLOYD AND VARIOUS AGENTS | PO BOX 4942 EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.19% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES INC | 8950 CAL CENTER DRIVE BUILDING 3, SUITE 200 SACRAMENTO, CA 95826 | CLAREMONT BEHAVIORAL SERVICES | $494 | $0 | $494 | 5.91% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES INC | PO BOX 255188 SACRAMENTO, CA 95865 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $280 | $0 | $280 | 8.43% |
| STEPHANIE NOELLE KUGLER3 Filed as: STEPHANIE KUGLER | 21068 VALLEY CIRCLE ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $0 | $35 | 1.05% |
| SALVADOR HEREDIA3 | 700 EL CAMINITO LIVERMORE, CA 94550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.48% |
| CASEY JAMES KUGLER3 Filed as: CASEY KUGLER | 21068 VALLEY CIRCLE ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.42% |
| BRIAN ROBERT LLOYD3 Filed as: BRIAN LLOYD | 3053 COPPERWOOD WAY EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.42% |
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 | 362 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 364 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC. | 86 | $642K |
| Dental | CYPRESS DENTAL ADMINISTRATORS | 159 | $117K |
| Vision | VISION SERVICE PLAN | 105 | $14K |
| Life insurance(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 223 | $29K |
| Short-term disability(3 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 211 | $36K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 86 | $642K |
| Other(5 contracts, 4 carriers) | HEALTHIEST YOU | 362 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 362 | — |
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.