| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | ONE STATE STREET 9TH FLOOR NEW YORK, NY 10004 | DELTA DENTAL INSURANCE COMPANY | $196K | — | $196K | 3.89% |
| EPIC3 | P.O. BOX 6180 CAROL STREAM, IL 601976180 | MINNESOTA LIFE INSURANCE COMPANY | $110K | — | $110K | 3.09% |
| STEATH PARTNER GROUP3 | 18940 N PIMA ROAD SUITE 210 SCOTTSDALE, AZ 85255 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $114K | — | $114K | 5.41% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $8K | $8K | 0.36% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 200 GLENRIDGE PT PKWY STE 400 ATLANTA, GA 30342 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $143K | $8K | $150K | 23.57% |
| AON CONSULTING INC3 Filed as: BSWIFT | 10 S RIVERSIDE PLAZA SUITE 1100 CHICAGO, IL 60606 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 1.09% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 200 GLENRIDGE PT PKWY STE 400 ATLANTA, GA 30342 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $113K | $6K | $119K | 20.50% |
| AON CONSULTING INC3 Filed as: BSWIFT | 10 S RIVERSIDE PLAZA SUITE 1100 CHICAGO, IL 60606 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 0.98% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 200 GLENRIDGE PT PKWY STE 400 ATLANTA, GA 30342 | UNUM INSURANCE COMPANY | $37K | $5K | $42K | 19.55% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 200 GLENRIDGE PT PKWY STE 400 ATLANTA, GA 30342 | UNUM INSURANCE COMPANY | $9K | $1K | $10K | 15.66% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 200 GLENRIDGE PT PKWY STE 400 ATLANTA, GA 30319 | FIRST UNUM LIFE INSURANCE COMPANY | $1K | — | $1K | 34.54% |
| AON CONSULTING INC3 Filed as: BSWIFT | 10 RIVERSIDE PLAZA SUITE 1100 CHICAGO, IL 60606 | FIRST UNUM LIFE INSURANCE COMPANY | $65 | — | $65 | 1.84% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 N PIMA ROAD SUITE 210 SCOTTSDALE, AZ 85255 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $86 | $86 | 5.18% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $14 | $14 | 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 | 10,974 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 35 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,009 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 440 | $5.7M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 14,231 | $5.0M |
| Vision | EYEMED VISION CARE | 12,090 | $1.4M |
| Life insurance(3 contracts, 3 carriers) | MINNESOTA LIFE INSURANCE COMPANY | 10,974 | $4.2M |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 12 | $2K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 10,933 | $2.1M |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 440 | $5.7M |
| Other(4 contracts, 3 carriers) | MINNESOTA LIFE INSURANCE COMPANY | 10,974 | $4.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,231 | — |
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.