| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 | 738 N. FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | KAISER FOUNDATION HEALTH PLAN INC. | $100K | $0 | $100K | 2.80% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2185 N. CALIFORNIA BLVD SUITE 400 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC. | $5K | $0 | $5K | 0.14% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E. HAMILTON AVE. STE. 500 CAMPBELL, CA 95008 | UNITED HEALTHCARE INSURANCE COMPANY | $72K | $0 | $72K | 4.96% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES | 32110 AGOURA ROAD WESTLAKE VILLAGE, CA 91361 | UNITED HEALTHCARE INSURANCE COMPANY | $15K | $0 | $15K | 1.05% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | UNITED HEALTHCARE INSURANCE COMPANY | $4K | $0 | $4K | 0.28% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES | FILICE INSURANCE SERVICES CAMPBELL, CA 95008 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $35K | $0 | $35K | 6.12% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | PROFESSIONAL GROUP PLANS HAUPPAUGE, NY 11788 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $28K | $28K | 4.88% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | ALLIANT INSURANCE SERVICES SAN DIEGO, CA 92101 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 0.54% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E. HAMILTON AVE STE. 500 CAMPBELL, CA 95008 | CALIFORNIA DENTAL NETWORK, INC. | $7K | $0 | $7K | 14.88% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 120670 SAN DIEGO, CA 92101 | CALIFORNIA DENTAL NETWORK, INC. | $53 | $0 | $53 | 0.12% |
| FILICE INSURANCE AGENCY3 | 738 N. FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | 1-800MD, LLC | $13K | $0 | $13K | 68.89% |
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 | 876 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 6 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 887 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 540 | $5.0M |
| Dental(2 contracts, 2 carriers) | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 826 | $618K |
| Vision | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 826 | $572K |
| Life insurance | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 826 | $572K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 540 | $5.0M |
| Other | 1-800MD, LLC | 608 | $19K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 826 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.