| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASCENDE, INC.3 Filed as: ASCENDE | 2700 POST OAK BLVD, 25TH FLOOR HOUSTON, TX 77056 | KAISER FOUNDATION HEALTH PLAN INC | $41K | — | $41K | 4.25% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | DELTA DENTAL OF CALIFORNIA | $4K | — | $4K | 0.74% |
| ASCENDE, INC.3 Filed as: ASCENDE | 2700 POST OAK BLVD, 25TH FLOOR HOUSTON, TX 77056 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 4.59% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 3.50% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 3.50% |
| ASCENDE, INC.3 Filed as: ASCENDE | 2700 POST OAK BLVD, 25TH FLOOR HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $964 | $897 | $2K | 3.13% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | $114 | $104 | $218 | 0.37% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 3.50% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | DELTA DENTAL OF CALIFORNIA | $321 | — | $321 | 2.87% |
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 | 369 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 378 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 137 | $1.1M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 319 | $525K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 718 | $60K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 355 | $159K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 355 | $127K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 137 | $1.1M |
| Other | RELIANCE STANDARD LIFE INSURANCE COMPANY | 355 | $55K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 718 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.