| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN INC. | $64K | — | $64K | 2.79% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN INC. | $56K | — | $56K | 2.83% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN INC. | -$127 | — | -$127 | -0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | $59K | $30K | $89K | 19.49% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | VISION SERVICE PLAN | $3K | — | $3K | 2.22% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $3K | $1K | $4K | 10.86% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $805 | $438 | $1K | 10.85% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | HAWAII DENTAL SERVICE | $265 | — | $265 | 3.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $35 | $9 | $44 | 0.84% |
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 | 1,974 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,991 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 492 | $4.4M |
| Dental(5 contracts, 5 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION - HMSA | 386 | $134K |
| Vision | VISION SERVICE PLAN | 1,088 | $147K |
| Life insurance | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | 1,970 | $456K |
| Short-term disability | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | 1,970 | $456K |
| Long-term disability | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | 1,970 | $456K |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 492 | $4.4M |
| Other | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | 1,970 | $456K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,970 | — |
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.