| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEE C SCHEUER3 | 3925 BOHANNON DR. #A MENLO PARK, CA 94025 | KAISER FOUNDATION HEALTH PLAN OF NORTHWEST | $2K | — | $2K | 2.76% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 910 E HAMILTON AVE STE 410 CAMPBELL, CA 95008 | METROPOLITAN LIFE INSURANCE COMPANY | $21K | — | $21K | 28.58% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | DBA AHERN INSURANCE BROKERAGE 1615 MURRAY CANYON RD, STE 1050 SAN DIEGO, CA 92108 | METROPOLITAN LIFE INSURANCE COMPANY | — | $904 | $904 | 1.24% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC DBA | DBA PROCO INSURANCE SERVICES PO BOX 1788 GRAND RAPIDS, MI 49501 | METLIFE LEGAL PLANS | $2K | — | $2K | 4.66% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC DBA | PROCO INSURANCE SERVICES 901 E HAMILTON AVE, SUITE 410 CAMPBELL, CA 95008 | METLIFE LEGAL PLANS | $275 | — | $275 | 0.80% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | ELT INSURANCE SERVICES LLC 5664 PRAIRIE CREEK DR CALEDONIA, MI 49316 | METLIFE LEGAL PLANS | — | $234 | $234 | 0.68% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3155 OLSEN DRIVE STE 400 SAN JOSE, CA 95117 | METLIFE LEGAL PLANS | — | $2 | $2 | 0.01% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA DBA | PROCO INSURANCE SERVICES 2055 WOODSIDE RD, STE 290 REDWOOD CITY, CA 94061 | METLIFE LEGAL PLANS | -$314 | — | -$314 | -0.91% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST | INSURANCE SERVICES 3155 OLSEN DRIVE, SUITE 400 SAN JOSE, CA 95117 | METROPOLITAN GENERAL INSURANCE COMPANY | $612 | — | $612 | 7.21% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST | INSURANCE SERVICES 900 E HAMILTON AVE, STE 500 CAMPBELL, CA 95008 | METROPOLITAN GENERAL INSURANCE COMPANY | $216 | — | $216 | 2.55% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3155 OLSEN DRIVE SUITE 400 SAN JOSE, CA 95117 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $2 | $2 | 0.02% |
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 | 403 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 40 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 443 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 111 | $1.0M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 430 | $211K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 362 | $74K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 22 | $150K |
| Other(3 contracts, 3 carriers) | METLIFE LEGAL PLANS | 403 | $75K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 430 | — |
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.