| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENBASE INSURANCE SERVICES LLC3 | 2261 MARKET ST, STE 5580 SAN FRANCISCO, CA 94114 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $8K | — | $8K | 4.69% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC | 225 WIRELESS BLVD, STE 200 HAUPPAUGE, NY 11788 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $8K | $8K | 4.50% |
| WENTIF78, INC. DBA ALLPOINTE INS3 Filed as: WENTIF78 INC DBA ALLPOINTE INS SVCS | 1459 18TH ST,#171 SAN FRANCISCO, CA 94107 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $7K | — | $7K | 4.31% |
| BENBASE INSURANCE SERVICES LLC3 Filed as: BENBASE INSURANCE SERVICES, LLC | 2261 MARKET ST STE 5580 SAN FRANCISCO, CA 941141612 | KAISER FOUNDATION HEALTH PLAN, INC. | $3K | — | $3K | 2.89% |
| ALLPOINTE INSURANCE SERVICES3 | 2261 MARKET ST STE 5580 SAN FRANCISCO, CA 941141612 | KAISER FOUNDATION HEALTH PLAN, INC. | $2K | — | $2K | 2.56% |
| WENTIF78, INC. DBA ALLPOINTE INS3 Filed as: WENTIF78 INC D/B/A ALLPOINTE INSURA | 1459 18TH ST # 171 SAN FRANCISCO, CA 941072801 | METROPOLITAN LIFE INSURANCE COMPANY | $536 | — | $536 | 9.11% |
| BENBASE INSURANCE SERVICES LLC3 | 2261 MARKET ST STE 5580 SAN FRANCISCO, CA 941141600 | METROPOLITAN LIFE INSURANCE COMPANY | $397 | — | $397 | 6.74% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | METROPOLITAN LIFE INSURANCE COMPANY | $311 | $10 | $321 | 5.45% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $24 | $24 | 0.41% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS | 225 WIRELESS BOULEVARD HAUPPAUGE, NY 11788 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $138 | $138 | 3.44% |
| BENBASE INSURANCE SERVICES LLC3 | 2261 MARKET ST STE 5580 SAN FRANCISCO, CA 94114 | METROPOLITAN GENERAL INSURANCE COMPANY | $21 | — | $21 | 0.52% |
| M3 INSURANCE SOLUTIONS INC3 Filed as: WENTIF78 INC DBA ALLPOINTE INSURANC | 1459 18TH ST #171 SAN FRANCISCO, CA 94107 | METROPOLITAN GENERAL INSURANCE COMPANY | $9 | — | $9 | 0.22% |
| WENTIF78, INC. DBA ALLPOINTE INS3 Filed as: WENTIF78 INC D/B/A ALLPOINTE INSURA | 1459 18TH ST # 171 SAN FRANCISCO, CA 941072801 | METROPOLITAN LIFE INSURANCE COMPANY | $245 | — | $245 | 8.85% |
| BENBASE INSURANCE SERVICES LLC3 | 2261 MARKET ST STE 5580 SAN FRANCISCO, CA 941141600 | METROPOLITAN LIFE INSURANCE COMPANY | $217 | — | $217 | 7.84% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | METROPOLITAN LIFE INSURANCE COMPANY | $154 | $10 | $164 | 5.93% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | -$2 | -$2 | -0.07% |
| WENTIF78, INC. DBA ALLPOINTE INS3 Filed as: WENTIF78 INC D/B/A ALLPOINTE INSURA | 1459 18TH ST # 171 SAN FRANCISCO, CA 941072801 | METROPOLITAN LIFE INSURANCE COMPANY | $220 | — | $220 | 8.42% |
| BENBASE INSURANCE SERVICES LLC3 | 2261 MARKET ST STE 5580 SAN FRANCISCO, CA 941141600 | METROPOLITAN LIFE INSURANCE COMPANY | $137 | — | $137 | 5.24% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | METROPOLITAN LIFE INSURANCE COMPANY | $119 | $10 | $129 | 4.93% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6 | $6 | 0.23% |
| WENTIF78, INC. DBA ALLPOINTE INS3 Filed as: WENTIF78 INC D/B/A ALLPOINTE INSURA | 1459 18TH ST # 171 SAN FRANCISCO, CA 941072801 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | — |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $10 | $5K | — |
| BENBASE INSURANCE SERVICES LLC3 | 2261 MARKET ST STE 5580 SAN FRANCISCO, CA 941141600 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | — |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $30 | $30 | — |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN, INC. | 2 | $95K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 56 | $168K |
| Vision | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 56 | $168K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $0 |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $0 |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $0 |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 2 | $95K |
| Other(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 14 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 56 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.