| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES | 1277 TREAT BLVD. SUITE 400 WALNUT CREEK, CA 94597 | BLUE SHIELD OF CALIFORNIA | $0 | $204 | $204 | 0.00% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES | 2300 CONTRA COSTA BLVD. SUITE 525 PLEASANT HILL, CA 94523 | METROPOLITAN LIFE INSURANCE COMPANY | $19K | — | $19K | 3.39% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES | 2300 CONTRA COSTA BLVD. SUITE 525 PLEASANT HILL, CA 94523 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $24K | $893 | $25K | 10.41% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES | 2290 HUNTINGTON DR. SUITE 200 SAN MARINO, CA 91108 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $921 | $921 | 0.38% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES | 2300 CONTRA COSTA BLVD. SUITE 525 PLEASANT HILL, CA 94523 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $19K | — | $19K | 15.00% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES | 2290 HUNTINGTON DR. SUITE 200 SAN MARINO, CA 91108 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $466 | $466 | 0.37% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES | 2300 CONTRA COSTA BLVD. SUITE 525 PLEASANT HILL, CA 94523 | CONTINENTAL AMERICAN INSURANCE COMPANY | $22K | — | $22K | 25.24% |
| JOSEPH LEON LINVILLE3 | 8249 N. BACKER AVE. FRESNO, CA 93720 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$13 | — | -$13 | -0.01% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES | 1277 TREAT BLVD. SUITE 400 WALNUT CREEK, CA 94597 | DELTA DENTAL OF CALIFORNIA | $2K | — | $2K | 3.00% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES | 2300 CONTRA COSTA BLVD. SUITE 525 PLEASANT HILL, CA 94523 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $10K | — | $10K | 18.46% |
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 | 687 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 32 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 734 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE SHIELD OF CALIFORNIA | 687 | $5.9M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,106 | $610K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,106 | $552K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 481 | $367K |
| Short-term disability(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 229 | $143K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 481 | $241K |
| Other | UNUM LIFE INSURANCE COMPANY OF AMERICA | 481 | $241K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,106 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.