| 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. | $54K | — | $54K | 4.58% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102160 PASADENA, CA 911892160 | DELTA DENTAL OF CALIFORNIA | $4K | — | $4K | 0.78% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 5668 CONCORD, CA 94524 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | — | $8K | 3.50% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET 24TH FLOOR SAN FRANCISCO, CA 94104 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $1K | $1K | 0.58% |
| 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 24TH FLOOR SAN FRANCISCO, CA 94104 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $1K | $1K | 0.64% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET SUITE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN INC. | $5K | — | $5K | 5.05% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 5668 CONCORD, CA 94524 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | — | $3K | 3.50% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET 24TH FLOOR SAN FRANCISCO, CA 94104 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $551 | $551 | 0.61% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5666 CONCORD, CA 94524 | VISION SERVICE PLAN | $1K | — | $1K | 2.07% |
| EPIC3 Filed as: EPIC INSUR BROKERS & CONSULTANTS | ONE CALIFORNIA ST STE 400 SAN FRANCISCO, CA 94111 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4K | — | $4K | 9.23% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102160 PASADENA, CA 911892160 | DELTA DENTAL OF CALIFORNIA | $333 | — | $333 | 3.04% |
| EPIC3 Filed as: EPIC INSUR BROKERS & CONSULTANTS | ONE CALIFORNIA ST STE 400 SAN FRANCISCO, CA 94111 | CHLIC FOR THE BENEFIT OF LINA | $924 | — | $924 | 9.16% |
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 | 406 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 18 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 424 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 147 | $1.3M |
| Dental(3 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 710 | $539K |
| Vision | VISION SERVICE PLAN | 290 | $65K |
| Life insurance(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 406 | $285K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 406 | $218K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC. | 147 | $1.3M |
| Other(3 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 406 | $100K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 710 | — |
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.