| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES, INC | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | BLUE SHIELD OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE | — | $65K | $65K | 5.36% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | KAISER FOUNDATION HEALTH PLAN INC. | $45K | $792 | $46K | 5.09% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $20K | — | $20K | 9.98% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES, INC | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 5.64% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 4.36% |
| ENROLLLEASE INC3 Filed as: ENROLLLEASE, INC | 1980 FESTIVAL PLAZA DRIVE, STE 810 LAS VEGAS, NV 89135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 3.00% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES, INC | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 5.64% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 4.36% |
| ENROLLLEASE INC3 Filed as: ENROLLLEASE, INC | 1980 FESTIVAL PLAZA DRIVE, STE 810 LAS VEGAS, NV 89135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $896 | $896 | 3.00% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES, INC | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $2K | $235 | $3K | 10.82% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS. & FINANCIAL SRVCS | 12404 PARK CENTRAL DRIVE, STE 400S DALLAS, TX 75251 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | $1K | $1K | 4.93% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES, INC | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $590 | — | $590 | 5.68% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $448 | — | $448 | 4.32% |
| ENROLLLEASE INC3 Filed as: ENROLLLEASE, INC | 1980 FESTIVAL PLAZA DRIVE, STE 810 LAS VEGAS, NV 89135 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $311 | $311 | 3.00% |
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 | 197 | 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) | 197 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE | 214 | $2.1M |
| Dental | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 427 | $195K |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 388 | $24K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 197 | $10K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 197 | $30K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE | 214 | $1.2M |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 197 | $49K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 427 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.