| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET SUITE 2400 SAN FRANCISCO, CA 94104 | KAISER FOUNDATION HEALTH PLAN INC. | $56K | $859 | $57K | 2.75% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET SUITE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN INC. | $40K | $683 | $41K | 2.78% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 102159 PASADENA, CA 911892159 | HARTFORD LIFE AND ACCIDENT | $73K | — | $73K | 13.64% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3000 EXECUTIVE PARKWAY SUITE 325 SAN RAMON, CA 945834335 | RELIASTAR LIFE INSURANCE COMPANY | $30K | — | $30K | 20.53% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 102159 PASADENA, CA 911892189 | VISION SERVICE PLAN | $3K | — | $3K | 2.46% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 5003 SAN RAMON, CA 945830803 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $1K | — | $1K | 7.12% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 945207924 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $343 | $343 | 1.98% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | HAWAII DENTAL SERVICE | $269 | — | $269 | 3.34% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSRUANCE CENTER | P,O, BOX 5003 SAN RAMON, CA 945830803 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $420 | — | $420 | 7.26% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 945207924 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $134 | $134 | 2.32% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 5003 SAN RAMON, CA 945830803 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $219 | — | $219 | 7.06% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 945207924 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | — | $62 | $62 | 2.00% |
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 | 1,183 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,193 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 310 | $3.7M |
| Dental(5 contracts, 5 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION - HMSA | 145 | $133K |
| Vision | VISION SERVICE PLAN | 748 | $112K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,547 | $534K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 1,547 | $534K |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 310 | $3.7M |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 1,547 | $679K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,547 | — |
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.