| 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 | $49K | — | $49K | 1.74% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN INC | $29K | — | $29K | 2.66% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3000 EXECUTIVE PKWY STE 325 SAN RAMON, CA 945834335 | RELIASTAR LIFE INSURANCE COMPANY | $98K | — | $98K | 12.26% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 911892189 | VISION SERVICE PLAN | $3K | — | $3K | 2.55% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1 CALIFORNIA ST STE 400 SAN FRANCISCO, CA 94111 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $918 | — | $918 | 7.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94111 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $170 | $170 | 1.30% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | HAWAII DENTAL SERVICE | $260 | — | $260 | 2.98% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1 CALIFORNIA ST STE 400 CONCORD, CA 94111 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $401 | — | $401 | 8.45% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $58 | $58 | 1.22% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNES INSURANCE CENTER | 1 CALIFORNIA ST STE 400 SAN FRANCISCO, CA 94111 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $116 | — | $116 | 7.98% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | — | $16 | $16 | 1.10% |
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 | 1,262 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,262 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 911 | $13.0M |
| Dental(4 contracts, 4 carriers) | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | 99 | $28K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 730 | $209K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,771 | $799K |
| Short-term disability | RELIASTAR LIFE INSURANCE COMPANY | 1,771 | $799K |
| Long-term disability | RELIASTAR LIFE INSURANCE COMPANY | 1,771 | $799K |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 236 | $4.0M |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 1,771 | $799K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,771 | — |
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.