| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN INC | $66K | — | $66K | 2.74% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN INC | $41K | — | $41K | 1.84% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3000 EXECUTIVE PKWY STE 325 SAN RAMON, CA 945834335 | RELIASTAR LIFE INSURANCE COMPANY | $63K | — | $63K | 9.03% |
| BENE RE LLC3 | 5217 MONROE ST STE B TOLEDO, OH 43623 | RELIASTAR LIFE INSURANCE COMPANY | — | $6K | $6K | 0.86% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 911892189 | VISION SERVICE PLAN | $3K | — | $3K | 2.68% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 100 MONTGOMERY ST STE 2000 SAN FRANCISCO, CA 941044348 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $806 | — | $806 | 7.87% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94111 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $167 | $167 | 1.63% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | HAWAII DENTAL SERVICE | $227 | — | $227 | 3.03% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 100 MONTGOMERY ST STE 2000 SAN FRANCISCO, CA 941044348 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $345 | — | $345 | 8.34% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $66 | $66 | 1.60% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNES INSURANCE CENTER | 100 MONTGOMERY ST STE 2000 SAN FRANCISCO, CA 941044348 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $86 | — | $86 | 9.99% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | — | $16 | $16 | 1.86% |
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 | 1,135 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,135 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 1,417 | $13.1M |
| Dental(4 contracts, 4 carriers) | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | 78 | $23K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 598 | $175K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,553 | $694K |
| Short-term disability | RELIASTAR LIFE INSURANCE COMPANY | 1,553 | $694K |
| Long-term disability | RELIASTAR LIFE INSURANCE COMPANY | 1,553 | $694K |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 202 | $4.7M |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 1,553 | $694K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,553 | — |
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.