| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | AETNA LIFE INSURANCE CO. | $27K | — | $27K | 3.77% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA INC. | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | AETNA HEALTH, INC. | $18K | — | $18K | 3.79% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF NORTHERN CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | PRINCIPAL LIFE INSURANCE COMPANY | $12K | — | $12K | 6.79% |
| GARRY LYNN JOHNSON3 | 3850 E. BASELINE RD. SUITE 121 MESA, AZ 852064404 | PRINCIPAL LIFE INSURANCE COMPANY | $761 | — | $761 | 0.45% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA INC. | 3796 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | FIDELITY SECURITY LIFE INSURANCE | $734 | — | $734 | 10.00% |
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 | 107 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 107 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 103 | $1.2M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 224 | $171K |
| Vision | FIDELITY SECURITY LIFE INSURANCE | 151 | $7K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 224 | $171K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 224 | $171K |
| Other | PRINCIPAL LIFE INSURANCE COMPANY | 224 | $171K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 224 | — |
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.