| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AMWINS Filed as: AMWINS CONNECT INSURANCE SERVICES L | 2677 N MAIN ST SANTA ANA, CA 92705 | BLUE CROSS OF CALIFORNIA | — | $15K | $15K | 2.43% |
| WALKER INSURANCE SOLUTIONS INC Filed as: WALKER INSURANCE SOLUTIONS LLC | 940 CALLE NEGOCIO 110 SAN CLEMENTE, CA 92673 | BLUE CROSS OF CALIFORNIA | $15K | — | $15K | 2.33% |
| WALKER INSURANCE SOLUTIONS INC | 3827 S CARSON ST CARSON CITY, NV 89701 | BLUE CROSS OF CALIFORNIA | $10K | — | $10K | 1.63% |
| STEWART AND HALL INSURANCE AGENCY | 19660 10TH AVE NE POULSBO, WA 98370 | BLUE CROSS OF CALIFORNIA | $8K | — | $8K | 1.32% |
| AMWINS Filed as: AMWINS CONNECT INSURANCE SERVICES L | 2677 N MAIN ST SANTA ANA, CA 92705 | BLUE CROSS OF CALIFORNIA | — | $14K | $14K | 2.37% |
| WALKER INSURANCE SOLUTIONS INC Filed as: WALKER INSURANCE SOLUTIONS LLC | 940 CALLE NEGOCIO 110 SAN CLEMENTE, CA 92673 | BLUE CROSS OF CALIFORNIA | $13K | — | $13K | 2.23% |
| WALKER INSURANCE SOLUTIONS INC | 3827 S CARSON ST CARSON CITY, NV 89701 | BLUE CROSS OF CALIFORNIA | $9K | — | $9K | 1.61% |
| STEWART AND HALL INSURANCE AGENCY | 19660 10TH AVE NE POULSBO, WA 98370 | BLUE CROSS OF CALIFORNIA | $7K | — | $7K | 1.28% |
| AMWINS Filed as: AMWINS CONNECT INSURANCE SERVICES L | 2677 N MAIN ST SANTA ANA, CA 92705 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | $168 | $168 | 2.50% |
| WALKER INSURANCE SOLUTIONS INC Filed as: WALKER INSURANCE SOLUTIONS LLC | 940 CALLE NEGOCIO 110 SAN CLEMENTE, CA 92673 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $142 | — | $142 | 2.11% |
| WALKER INSURANCE SOLUTIONS INC | 3827 S CARSON ST CARSON CITY, NV 89701 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $110 | — | $110 | 1.63% |
| STEWART AND HALL INSURANCE AGENCY | 19660 10TH AVE NE POULSBO, WA 98370 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $84 | — | $84 | 1.25% |
| WALKER INSURANCE SOLUTIONS INC3 | 3827 S CARSON ST CARSON CITY, NV 89701 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | — |
| WALKER INSURANCE SOLUTIONS INC3 Filed as: WALKER INSURANCE SOLUTIONS LLC | 940 CALLE NAGOCIO STE 110 SAN CLEMENTE, CA 92673 | METROPOLITAN LIFE INSURANCE COMPANY | $755 | $147 | $902 | — |
| AMWINS3 Filed as: LISI LLC | 2677 N MAIN ST STE 800 SANTA ANA, CA 92705 | METROPOLITAN LIFE INSURANCE COMPANY | $863 | $17 | $880 | — |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 20814 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $312 | $312 | — |
| WALKER INSURANCE SOLUTIONS INC | 3827 S CARSON ST CARSON CITY, NV 89701 | VISION SERVICE PLAN | $579 | — | $579 | — |
| RICK PTAK | 6 REFLECTION LANE COTO DE CAZA, CA 92679 | VISION SERVICE PLAN | $386 | — | $386 | — |
| AMWINS Filed as: AMWINS CONNECT INSURANCE SERVICES L | 2677 N MAIN ST SANTA ANA, CA 92705 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | $4K | $4K | — |
| WALKER INSURANCE SOLUTIONS INC Filed as: WALKER INSURANCE SOLUTIONS LLC | 940 CALLE NEGOCIO 110 SAN CLEMENTE, CA 92673 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $3K | — | $3K | — |
| WALKER INSURANCE SOLUTIONS INC | 3827 S CARSON ST CARSON CITY, NV 89701 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $3K | — | $3K | — |
| STEWART AND HALL INSURANCE AGENCY | 19660 10TH AVE NE POULSBO, WA 98370 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $2K | — | $2K | — |
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 | 183 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 183 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | BLUE CROSS OF CALIFORNIA | 154 | $1.2M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 188 | $0 |
| Vision(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 90 | $7K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 183 | $0 |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 183 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 188 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.