| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTER DRIVE, SUITE 500 SAN DIEGO, CA 92122 | AETNA LIFE INSURANCE COMPANY | — | $63K | $63K | 1.05% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | AETNA HEALTH OF CALIFORNIA INC. | $12K | $38K | $49K | 0.95% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTER DRIVE, SUITE 500 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN INC. | — | $6K | $6K | 0.28% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTER DRIVE, SUITE 500 SAN DIEGO, CA 92122 | METROPOLITAN LIFE INSURANCE COMPANY | $88K | $29K | $117K | 7.67% |
| NEXT GENERATION ENROLLMENT INC.5 | 455 PETTIS AVENUE SE ADA, MI 49301 | METROPOLITAN LIFE INSURANCE COMPANY | — | $44K | $44K | 2.92% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | AETNA LIFE INSURANCE COMPANY | -$7K | — | -$7K | -0.49% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $55K | $8K | $63K | 11.45% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $19K | $3K | $22K | 11.65% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | EYEMED VISION CARE | $3K | — | $3K | 5.96% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | $907 | $9K | 16.70% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | EYEMED VISION CARE | $3K | — | $3K | 5.98% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $535 | $4K | 11.65% |
| NEXT GENERATION ENROLLMENT INC.5 | 450 PETTIS AVENUE SE ADA, MI 49301 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $1K | $1K | 5.61% |
| MARSH & MCLENNAN AGENCY LLC3 | DBA BARNEY BARNEY INS SVCS. 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | METROPOLITAN LIFE INSURANCE COMPANY | $469 | $58 | $527 | 16.86% |
| MARSH & MCLENNAN AGENCY LLC3 | DBA BARNEY BARNEY INS SVCS. 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | $77 | $12 | $89 | 11.82% |
| NEXT GENERATION ENROLLMENT INC.5 | 455 PETTIS AVENUE SE ADA, MI 49301 | SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | — | $19 | $19 | 2.52% |
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 | 1,399 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,402 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 1,097 | $14.9M |
| Dental(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,586 | $1.6M |
| Vision(4 contracts, 2 carriers) | EYEMED VISION CARE | 1,049 | $168K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,444 | $554K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,357 | $187K |
| Prescription drug(6 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 1,097 | $14.9M |
| Other(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,364 | $89K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,586 | — |
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.