| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 50 CALIFORNIA STREET 12TH FLOOR SAN FRANCISCO, CA 941114646 | KAISER FOUNDATION HEALTH PLAN INC | $31K | — | $31K | 2.23% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | KAISER FOUNDATION HEALTH PLAN INC | $10K | — | $10K | 0.73% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 50 CALIFORNIA STREET FLOOR 12 SAN FRANCISCO, CA 941114646 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $14 | $9K | 3.82% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 0.93% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S. GARLAND AVENUE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 0.53% |
| LONG TERM CARE SOLUTIONS, INC.3 Filed as: LONG TERM CARE SOLUTIONS INC. | 14715 NE 95TH SUITE 200 REDMOND, WA 98052 | COMBINED INSURANCE | $8K | — | $8K | 13.09% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 50 CALIFORNIA STREET FLOOR 12 SAN FRANCISCO, CA 94111 | COMBINED INSURANCE | $4K | — | $4K | 6.13% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 50 CALIFORNIA STREET FLOOR 12 SAN FRANCISCO, CA 941114646 | VISION SERVICE PLAN | $2K | — | $2K | 3.09% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | VISION SERVICE PLAN | $204 | — | $204 | 0.39% |
| REUBEN WARNER ASSOCIATES, INC.3 | 1655 RICHMOND AVENUE STATEN ISLAND, NY 10314 | ACE AMERICAN INSURANCE COMPANY | — | $4K | $4K | 20.00% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 50 CALIFORNIA STREET SUITE 1200 SAN FRANCISCO, CA 94111 | ACE AMERICAN INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 50 CALIFORNIA STREET FLOOR 12 SAN FRANCISCO, CA 941114646 | ARAG INSURANCE COMPANY | $532 | — | $532 | 3.29% |
| IMA, INC.3 | 430 E. DOUGLAS AVENUE SUITE 400 WICHITA, KS 67202 | ARAG INSURANCE COMPANY | $275 | — | $275 | 1.70% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 50 CALIFORNIA STREET FLOOR 12 SAN FRANCISCO, CA 941114646 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $446 | $2K | 17.11% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | METROPOLITAN LIFE INSURANCE COMPANY | $486 | — | $486 | 3.57% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S. GARLAND AVENUE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $56 | — | $56 | 0.41% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 50 CALIFORNIA STREET FLOOR 12 SAN FRANCISCO, CA 941114646 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $254 | $1K | 16.94% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | METROPOLITAN LIFE INSURANCE COMPANY | $281 | — | $281 | 3.27% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S. GARLAND AVENUE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $51 | — | $51 | 0.59% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 50 CALIFORNIA STREET FLOOR 12 SAN FRANCISCO, CA 941114646 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $260 | $1K | 17.29% |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | METROPOLITAN LIFE INSURANCE COMPANY | $280 | — | $280 | 3.34% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S. GARLAND AVENUE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $52 | — | $52 | 0.62% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & COMPANY | 50 CALIFORNIA STREET FLOOR 12 SAN FRANCISCO, CA 941114646 | DELTA DENTAL OF CALIFORNIA | $6K | — | $6K | — |
| IMA, INC.3 | P.O. BOX 6030 PASADENA, CA 911026030 | DELTA DENTAL OF CALIFORNIA | $3K | — | $3K | — |
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 | 245 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 245 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 146 | $1.4M |
| Dental | DELTA DENTAL OF CALIFORNIA | 552 | $0 |
| Vision | VISION SERVICE PLAN | 214 | $52K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 302 | $228K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 302 | $228K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 302 | $228K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 146 | $1.4M |
| Other(8 contracts, 5 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 302 | $359K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 552 | — |
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.