| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THOMAS MEANS3 Filed as: THOMAS R. MEANS, INC. | 885 PATRIOT DRIVE, SUITE J MOORPARK, CA 93021 | KAISER FOUNDATION HEALTH PLAN, INC. | $26K | $0 | $26K | 3.98% |
| ASSUREDPARTNERS3 | PO BOX 1388 VENTURA, CA 93002 | KAISER FOUNDATION HEALTH PLAN, INC. | $17K | $0 | $17K | 2.66% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INS. SERVICES, INC. | 32110 AGOURA ROAD WESTLAKE VILLAGE, CA 91361 | KAISER FOUNDATION HEALTH PLAN, INC. | $11K | $0 | $11K | 1.61% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: WORD AND BROWN | UNKNOWN OXNARD, CA 93033 | CALIFORNIA CHOICE | $8K | $0 | $8K | 4.37% |
| THOMAS MEANS3 Filed as: THOMAS R. MEANS | 885 PATRIOT DRIVE, SUITE J MOORPARK, CA 93021 | CALIFORNIA CHOICE | $5K | $0 | $5K | 2.96% |
| ASSUREDPARTNERS3 | PO BOX 1388 VENTURA, CA 93002 | CALIFORNIA CHOICE | $4K | $0 | $4K | 2.06% |
| THOMAS MEANS3 | 885 PATRIOT DRIVE, SUITE J MOORPARK, CA 93021 | BLUE CROSS OF CALIFORNIA | $8K | $0 | $8K | 9.37% |
| ASSUREDPARTNERS3 | 1300 DOVE STREET, SUITE 300 NEWPORT BEACH, CA 92660 | BLUE CROSS OF CALIFORNIA | $4K | $0 | $4K | 4.51% |
| THOMAS MEANS3 Filed as: THOMAS R. MEANS, INC. | 885 PATRIOT DRIVE, SUITE J MOORPARK, CA 93021 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $692 | $0 | $692 | 9.66% |
| ASSUREDPARTNERS3 | PO BOX 1388 VENTURA, CA 93002 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $479 | $0 | $479 | 6.68% |
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 | 161 | 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) | 161 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 117 | $836K |
| Dental | BLUE CROSS OF CALIFORNIA | 151 | $82K |
| Vision | BLUE CROSS OF CALIFORNIA | 151 | $82K |
| Life insurance | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 161 | $7K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 117 | $836K |
| Other(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 161 | $843K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 161 | — |
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.