| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD LAFAYETTE, CA 94549 | AETNA LIFE INSURANCE CO. | — | $4K | $4K | 0.31% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 94549 | PRINCIPAL LIFE INSURANCE COMPANY | $14K | — | $14K | 7.26% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS AGENCY OF VA | 11220 ASSETT LOOP STE 304 MANASSAS, VA 201097912 | PRINCIPAL LIFE INSURANCE COMPANY | — | $5K | $5K | 2.53% |
| GARRY L JOHNSON & ASSOCIATES INC3 Filed as: GARRY L JOHNSON | 3850 E BASELINE RD STE 121 MESA, AZ 852064404 | PRINCIPAL LIFE INSURANCE COMPANY | — | $4K | $4K | 2.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 511398 LOS ANGELES, CA 90051 | EYEMED VISION CARE | $913 | — | $913 | 9.98% |
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 | 127 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 127 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 147 | $1.2M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 226 | $200K |
| Vision | EYEMED VISION CARE | 191 | $9K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 226 | $200K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 226 | $200K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 226 | — |
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.