| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1 CALIFORNIA ST 4TH FLOOR SAN FRANCISCO, CA 94111 | SUN LIFE ASSURANCE COMPANY OF CANADA | $251K | — | $251K | 5.00% |
| EDGEWOOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST 24TH FL SAN FRANCISCO, CA 94104 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $200K | — | $200K | 5.18% |
| IMG5 | 2690 NORTH MERIDIAN ST INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $854 | $854 | 0.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $52K | $52K | 1.72% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: EDGWOOD PARTNERS INSRUANCE CENTER | 1390 WILLO PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $52 | $52 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1140 AVENUE OF THE AMERICAS FL 8 NEW YORK, NY 100365811 | KAISER FOUNDATION HEALTH PLAN INC | $41K | — | $41K | 2.08% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $18K | $18K | 1.92% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $52 | $52 | 0.01% |
| BENE RE LLC3 | 5217 MONROE STREET SUITE B TOLEDO, OH 43623 | RELIASTAR LIFE INSURANCE COMPANY | — | $54K | $54K | 7.72% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1140 AVENUE OF THE AMERICAS FL 8 NEW YORK, NY 100365811 | KAISER FOUNDATION HEALTH PLAN INC | $14K | — | $14K | 2.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 911892189 | VISION SERVICE PLAN | $5K | — | $5K | 1.55% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1140 AVE OF THE AMERICAS 8TH FL NEW YORK, NY 10036 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $57K | $38K | $96K | 28.42% |
| MJ INSURANCE3 Filed as: MJ INSURANCE INC | STE 400 571 MONON BLVD CARME, IN 46032 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $5K | $19 | $5K | 1.38% |
| GCG FINANCIAL LLC3 Filed as: MORRIS & BOYLE, AN ALERA | STE 430 1850 MT DIABLO BLVD WALNUT CREEK, CA 94596 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $669 | $2K | 0.61% |
| NATIONAL PLANNING CONSULTANTS INC3 | STE 101 3390 PEACHTREE ROAD NE ATLANTA, GA 30326 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $335 | $21 | $356 | 0.11% |
| M FINANCIAL HOLDINGS INC3 | 1125 NW COUCH ST STE 900 PORTLAND, OR 97209 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $287 | $287 | 0.09% |
| YARBROUGH, KENNETH C3 Filed as: YARBROUGH, KENNETH, C | 3224 LANIER DRIVE ATLANTA, GA 30319 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | $52 | $52 | 0.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1140 AVENUE OF THE AMERICAS FL 8 NEW YORK, NY 10036 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $7K | — | $7K | 2.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1140 AVE OF THE AMERICAS 8TH FL NEW YORK, NY 10036 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $9K | $5K | $14K | 26.19% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN ST 21ST FLOOR SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $539 | — | $539 | 3.49% |
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 | 4,445 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 4,445 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 199 | $3.0M |
| Dental(3 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 5,384 | $4.3M |
| Vision | VISION SERVICE PLAN | 3,198 | $355K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,973 | $3.9M |
| Short-term disability(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,973 | $4.3M |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,973 | $3.9M |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 199 | $3.0M |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 3,210 | $5.0M |
| Other(4 contracts, 4 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,973 | $4.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,973 | — |
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.