| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY INC | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | KAISER FOUNDATION HEALTH PLAN, INC | $59K | $0 | $59K | 4.94% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY INC | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | UNITEDHEALTHCARE INSURANCE COMPANY | $50K | $0 | $50K | 5.44% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY INC | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | KAISER FOUNDATION HEALTH PLAN, INC | $12K | $0 | $12K | 4.94% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC | 3777 LONG BEACH BLVD FL 5 LONG BEACH, CA 90807 | PRINCIPAL LIFE INSURANCE COMPANY | $20K | $0 | $20K | 11.93% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS INC. | 225 WIRELESS BLVD 2ND FLOOR HAUPPAUGE, NY 11788 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $9K | $9K | 5.12% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $818 | $0 | $818 | 2.19% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY, INC. | 3777 LONG BEACH BLVD SUITE 500 LONG BEACH, CA 90807 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $823 | $0 | $823 | 2.85% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY INC | 3777 LONG BEACH BOULEVARD SUITE 500 LONG BEACH, CA 90807 | GUARDIAN | $889 | $282 | $1K | 13.16% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS INC. | 225 WIRELESS BLVD 2ND FLOOR HAUPPAUGE, NY 11788 | GUARDIAN | $445 | $0 | $445 | 5.00% |
| CHARLES BOGUE3 | 510 W. 6TH ST. SUITE 815 LOS ANGELES, CA 90014 | GUARDIAN | $67 | $0 | $67 | 0.75% |
| BRYSON INSURANCE AGENCY INC.3 Filed as: BRYSON INSURANCE AGENCY INC | 3777 LONG BEACH BLVD FL 5 LONG BEACH, CA 90807 | CALIFORNIA DENTAL NETWORK, INC. | $115 | $0 | $115 | 10.59% |
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 | 191 | 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) | 191 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC | 172 | $2.4M |
| Dental(3 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 354 | $177K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 354 | $167K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 354 | $167K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 354 | $167K |
| Other | PRINCIPAL LIFE INSURANCE COMPANY | 354 | $167K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 354 | — |
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.