| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N 1ST ST, STE 202 SAN JOSE, CA 95112 | KAISER FOUNDATION HEALTH PLAN INC | $46K | $2K | $48K | 2.36% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N 1ST ST, STE 202 SAN JOSE, CA 95112 | KAISER FOUNDATION HEALTH PLAN INC | $11K | $363 | $12K | 2.36% |
| MCGEE & THIELEN INSURANCE BROKERS3 | 3840 ROSIN COURT SUITE 245 SACRAMENTO, CA 95834 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| EMERSON REID LLC3 | 5200 N PALM AVE SUITE 424 FRESNO, CA 93704 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 5.00% |
| MCGEE & THIELEN INSURANCE BROKERS3 | 3840 ROSIN COURT SUITE 245 SACRAMENTO, CA 95834 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| EMERSON REID LLC3 | 5200 N PALM AVE SUITE 424 FRESNO, CA 93704 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 5.00% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES | 738 N 1ST ST, STE 202 SAN JOSE, CA 95112 | VISION SERVICE PLAN | $3K | — | $3K | 23.78% |
| MCGEE & THIELEN INSURANCE BROKERS3 Filed as: MCGEE & THIELEN | 3840 ROSIN COURT SUITE 245 SACRAMENTO, CA 94834 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $405 | — | $405 | 15.00% |
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 | 164 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 166 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 286 | $2.5M |
| Dental | DELTA DENTAL OF CALIFORNIA | 395 | $273K |
| Vision(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 286 | $2.5M |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 156 | $39K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 156 | $85K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 286 | $2.5M |
| Other(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 286 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 395 | — |
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.