| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ADAMSON MCGOLDRICK INC AGENCY3 | 1150 E ORANGETHORPE AVE STE 100 PLACENTIA, CA 928705203 | KAISER FOUNDATION HEALTH PLAN INC | $32K | $0 | $32K | 4.10% |
| ADAMSON MCGOLDRICK INC AGENCY3 | 1150 E ORANGETHORPE AVE STE 100 PLACENTIA, CA 92870 | STARMOUNT LIFE INSURANCE COMPANY | $4K | $764 | $5K | 12.00% |
| ADAMSON MCGOLDRICK INC AGENCY3 | 1150 E ORANGETHORPE AVE STE 100 PLACENTIA, CA 928705203 | UNUM INSURANCE COMPANY | $6K | $97 | $6K | 39.99% |
| ADAMSON MCGOLDRICK INC AGENCY3 | 1150 E ORANGETHORPE AVE STE 100 PLACENTIA, CA 92870 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $297 | $2K | 12.00% |
| GCG FINANCIAL LLC3 Filed as: ALERA-ADAMSON MCGOLDRICK | 1150 E ORANGETHORPE AVE STE 100 PLACENTIA, CA 92870 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $262 | $2K | 12.00% |
| ADAMSON MCGOLDRICK INC AGENCY3 | 1150 E ORANGETHORPE AVE STE 100 PLACENTIA, CA 928705203 | DENTAL HEALTH SERVICES | $1K | $0 | $1K | 9.44% |
| ADAMSON MCGOLDRICK INC AGENCY3 | 1150 E ORANGETHORPE AVE STE 100 PLACENTIA, CA 92870 | UNUM INSURANCE COMPANY | $8K | $48 | $8K | 72.36% |
| ADAMSON MCGOLDRICK INC AGENCY3 | 1150 E ORANGETHORPE AVE STE 100 PLACENTIA, CA 92870 | UNUM INSURANCE COMPANY | $6K | $39 | $6K | 82.39% |
| ADAMSON MCGOLDRICK INC AGENCY3 | 1150 E ORANGETHORPE AVE STE 100 PLACENTIA, CA 92870 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $286 | $11 | $297 | 51.92% |
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 | 241 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 241 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 104 | $790K |
| Dental(2 contracts) | DENTAL HEALTH SERVICES | 91 | $14K |
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 115 | $38K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 230 | $15K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 220 | $13K |
| Stop-loss / reinsurancereinsurance | NATIONWIDE LIFE INSURANCE COMPANY | 62 | $340K |
| Other(8 contracts, 4 carriers) | NATIONWIDE LIFE INSURANCE COMPANY | 230 | $440K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 230 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.