| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES INC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | BLUE CROSS OF CALIFORNIA | $68K | $7K | $75K | 2.42% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | BLUE CROSS OF CALIFORNIA | $35K | $0 | $35K | 1.12% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 900 E HAMILTON AVE SUITE 500 CAMPBELL, CA 95008 | KAISER FOUNDATION HEALTH PLAN, INC. | $34K | $0 | $34K | 2.33% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 419814 LOCKBOX 419814 BOSTON, MA 022419110 | KAISER FOUNDATION HEALTH PLAN, INC. | $18K | $0 | $18K | 1.25% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES INC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $10K | $1K | $11K | 2.36% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $5K | $0 | $5K | 1.09% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES INC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $3K | $349 | $4K | 2.90% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONSHOHOCKEN, PA 19428 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $2K | $0 | $2K | 1.33% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 900 E. HAMILTON AVE CAMPBELL, CA 95008 | VISION SERVICE PLAN | $5K | $0 | $5K | 10.03% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 350 CONOSHOHOCKEN, PA 19428 | VISION SERVICE PLAN | $2K | $0 | $2K | 4.19% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N 1ST ST SAN JOSE, CA 95112 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $945 | $2K | $3K | 8.96% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 92186 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $665 | $0 | $665 | 2.07% |
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 | 368 | 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) | 371 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 266 | $4.6M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 733 | $455K |
| Vision | VISION SERVICE PLAN | 312 | $54K |
| Life insurance(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 367 | $156K |
| Long-term disability | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 367 | $124K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 252 | $1.5M |
| Other(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 367 | $156K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 733 | — |
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.