| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | HARTFORD LIFE AND ACCIDENT | $13K | — | $13K | 1.63% |
| MCGRIFF INSURANCE SERVICES INC3 | 130 THEORY STE 200 IRVINE, CA 92617 | DEAN HEALTH PLAN INC. | $19K | — | $19K | 2.48% |
| MCGRIFF INSURANCE SERVICES INC3 | 750 B STE 2400 SAN DIEGO, CA 921012476 | KAISER FOUNDATION HEALTH PLAN INC | $15K | — | $15K | 4.18% |
| NUA GROUP LLC3 | 4100 REDWOOD RD 20A-506 OAKLAND, CA 946192363 | KAISER FOUNDATION HEALTH PLAN INC | -$150 | — | -$150 | -0.04% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC | 750 B STE 2400 SAN DIEGO, CA 921012476 | KAISER FOUNDATION HEALTH PLAN INC | $17K | — | $17K | 4.98% |
| NUA GROUP LLC3 | 4100 REDWOOD RD 20A-506 OAKLAND, CA 946192363 | KAISER FOUNDATION HEALTH PLAN INC | $213 | — | $213 | 0.06% |
| MCGRIFF INSURANCE SERVICES INC3 | 4480 WILLOW ROAD SUITE 110 PLEASANTON, CA 95488 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $7K | — | $7K | 3.92% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 28289 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 4.93% |
| MCGRIFF INSURANCE SERVICES INC3 | 3318 W FRIENDLY AVE 2ND FLOOR GREENSBORO, NC 27410 | ARAG INSURANCE COMPANY | $2K | — | $2K | 10.00% |
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 | 671 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 679 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | DEAN HEALTH PLAN INC. | 156 | $1.7M |
| Dental | AETNA LIFE INSURANCE COMPANY | 269 | $77K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 709 | $795K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 709 | $795K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 709 | $795K |
| Prescription drug(4 contracts, 3 carriers) | DEAN HEALTH PLAN INC. | 156 | $1.7M |
| Other(3 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 709 | $821K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 709 | — |
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.