| 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 | 2.75% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN INC. | $46K | — | $46K | 2.58% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | $91K | $11K | $103K | 14.10% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | RELIASTAR LIFE INSURANCE COMPANY | $42K | — | $42K | 22.32% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | VISION SERVICE PLAN | $3K | — | $3K | 1.93% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $2K | $290 | $2K | 8.31% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | HAWAII DENTAL SERVICE | $269 | — | $269 | 3.04% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $566 | $105 | $671 | 8.39% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $294 | $53 | $347 | — |
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 | 1,861 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 27 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,888 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 427 | $4.2M |
| Dental(5 contracts, 5 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION - HMSA | 188 | $142K |
| Vision | VISION SERVICE PLAN | 963 | $156K |
| Life insurance | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | 1,788 | $730K |
| Short-term disability | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | 1,788 | $730K |
| Long-term disability | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | 1,788 | $730K |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 427 | $4.2M |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | 1,788 | $917K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,788 | — |
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.