| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MYERS-STEVENS & TOOHEY CO INC3 | 26101 MARQUERITE PARKWAY MISSION VIEJO, CA 92692 | RELIASTAR LIFE INSURANCE COMPANY | $81K | $177K | $258K | 14.03% |
| MASSMARK INC3 | 85 WHITE BRIDGE ROAD SUITE 301 NASHVILLE, TN 37205 | RELIASTAR LIFE INSURANCE COMPANY | $0 | $5K | $5K | 0.26% |
| MYERS-STEVENS & TOOHEY CO INC3 | 26101 MARGUERITE PARKWAY MISSION VIEJO, CA 92692 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $12K | $13K | $25K | 18.62% |
| MYERS-STEVENS & TOOHEY CO INC3 Filed as: MYERS STEVENS & TOOHEY & CO INC | 26101 MARGUERITE PARKWAY MISSION VIEJO, CA 92692 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| IBT HEALTH PLAN EIN 68-6068469 RELATED PLAN | Employee (plan); Direct payment from the plan Service code 30 | — | $927K |
| MYERS-STEVENS TOOHEY AND CO INC EIN 95-2637676 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 13 | — | $494K |
| WAGNER LAW GROUP EIN 04-3323315 NONE | Legal; Direct payment from the plan Service code 29 | — | $83K |
| IOS STAFFING SERVICES NONE | Consulting (general); Direct payment from the plan Service code 16 | 51 JOHN F KENNEDY PARKWAY SHORT HILLS, NJ 07078 | $68K |
| EIDE BAILLY EIN 45-0250958 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $67K |
| THE SEGAL COMPANY EIN 94-1050399 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $63K |
| WITHUMSMITH+BROWN PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $50K |
| UBS EIN 13-2638166 NONE | Custodial (securities); Investment advisory (plan); Investment management fees paid directly by plan Service code 19 | — | $43K |
| PREMIER TECHNOLOGY SOLUTIONS NONE | Direct payment from the plan; Other services Service code 49 | 260 MADISON AVENUE 8TH FLOOR NEW YORK, NY 10016 | $20K |
| BENESYS EIN 38-2383170 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $20K |
| AIRESPRING NONE | Direct payment from the plan; Other services Service code 49 | 11830 CHAMPIONSHIP DR MOORPARK, CA 93021 | $16K |
| PREMIER ACCESS NONE | Other services; Direct payment from the plan Service code 49 | 8890 CAL CENTER DR SACRAMENTO, CA 95826 | $12K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $9K |
| CLEANIT MAINTENANCE SYSTEMS NONE | Direct payment from the plan; Other services Service code 49 | 10408 FAIR OAKS BLVD FAIR OAKS, CA 95628 | $7K |
| ACCO ENGINEERED SYSTEMS NONE | Other services; Direct payment from the plan Service code 49 | 888 E WALNUT STREET PASADENA, CA 91101 | $7K |
| SHAW LAW GROUP EIN 81-3216368 NONE | Legal; Direct payment from the plan Service code 29 | — | $6K |
| 911 MEDIA ADVERTISING NONE | Other services; Direct payment from the plan Service code 49 | 4444 RIVERSIDE DRIVE SUITE 202 BURBANK, CA 91505 | $6K |
| JAMES MURPHY CPA NONE | Direct payment from the plan; Consulting (general) Service code 16 | 6700 FREEPORT BLVD STE 110 SACRAMENTO, CA 95822 | $5K |
| SKILLPATH SEMINARS NONE | Other services; Direct payment from the plan Service code 49 | 6900 SQUIBB ROAD MISSION, KS 66202 | $5K |
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 | 61,879 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,818 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 70,697 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 37,507 | $1.8M |
| Long-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 21,113 | $4.8M |
| Other(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 37,507 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 37,507 | — |
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.