| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | BLUE SHIELD OF CALIFORNIA-CALIFORNIA PHYSICIANS' SERVICE | $22K | $78K | $100K | 4.81% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | KAISER FOUNDATION HEALTH PLAN, INC. | $52K | — | $52K | 4.42% |
| ACRISURE LLC3 Filed as: ACRISURE PTNRS WEST COAST INS SVCS | 3155 OLSEN DR STE 400 SAN JOSE, CA 95117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 9.08% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $524 | — | $524 | 0.92% |
| ACRISURE LLC3 Filed as: ACRISURE PTNRS WEST COAST INS SVCS | 3155 OLSEN DR, STE 400 SAN JOSE, CA 95117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 9.08% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $399 | — | $399 | 0.92% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST INS | SERVICES LLC 100 OTTAWA AVE SW GRAND RAPIDS, MI 49503 | VISION SERVICE PLAN | $2K | — | $2K | 4.01% |
| ENROLLEASE3 Filed as: ENROLLEASE, INC DBA EASECENTRAL | 1980 FESTIVAL PLAZA DR STE 810 LAS VEGAS, NV 89135 | VISION SERVICE PLAN | $427 | — | $427 | 1.14% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE CAMPBELL, CA 95008 | VISION SERVICE PLAN | $314 | — | $314 | 0.84% |
| ACRISURE LLC3 Filed as: ACRISURE PTNRS WEST COAST INS SVCS | 3155 OLSEN DR STE 400 SAN JOSE, CA 95117 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 9.14% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $116 | — | $116 | 0.86% |
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 | 227 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 232 | 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 | 236 | $3.3M |
| Dental | BLUE SHIELD OF CALIFORNIA-CALIFORNIA PHYSICIANS' SERVICE | 236 | $2.1M |
| Vision(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA-CALIFORNIA PHYSICIANS' SERVICE | 236 | $2.1M |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 227 | $13K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 226 | $57K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 227 | $44K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA-CALIFORNIA PHYSICIANS' SERVICE | 236 | $2.1M |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 227 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 236 | — |
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.