| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET SUITE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN INC. | $55K | — | $55K | 5.75% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | DELTA DENTAL OF CALIFORNIA | $4K | — | $4K | 0.75% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 5668 CONCORD, CA 94524 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 3.50% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET SUITE 425 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN INC. | $5K | — | $5K | 2.99% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 5668 CONCORD, CA 94524 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $6K | — | $6K | 3.50% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 5668 CONCORD, CA 94524 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 3.50% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 945207924 | VISION SERVICE PLAN | $2K | — | $2K | 2.55% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 5668 CONCORD, CA 94524 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 5668 CONCORD, CA 94524 | CHLIC FOR THE BENEFIT OF LINA | $1K | — | $1K | 10.00% |
| ONE LIBERTY PLAZA3 | 165 BROADWAY SUITE 3201 NEW YORK, NY 10006 | FEDERAL INSURANCE COMPANY | $3K | — | $3K | 20.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | DELTA DENTAL OF CALIFORNIA | $365 | — | $365 | 3.24% |
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 | 384 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 18 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 402 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 146 | $1.2M |
| Dental(3 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 837 | $629K |
| Vision | VISION SERVICE PLAN | 328 | $72K |
| Life insurance(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 441 | $247K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 441 | $168K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC. | 146 | $1.1M |
| Other(3 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 441 | $101K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 837 | — |
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.