| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFIT COMPASS LLC3 | 96 CORPORATE PARK SUITE 210 IRVINE, CA 92606 | KAISER FOUNDATION HEALTH PLAN INC | $129K | — | $129K | 3.00% |
| BENEFIT COMPASS LLC3 | 1 VENTURE SUIE 220 IRVINE, CA 92618 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $41K | $8K | $48K | 7.17% |
| BENEFIT COMPASS INSURANCE SERVICES3 | — | SIMNSA | $9K | — | $9K | 7.00% |
| BENEFITCOMPASS LLC3 | 1 VENTURE #220 IRVINE, CA 92618 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 1.10% |
| MARK MATHIAS3 Filed as: MARK WH PATTISON | 1 VENTURE #220 IRVINE, CA 92618 | AMERICAN FIDELITY ASSURANCE COMPANY | $926 | — | $926 | 0.92% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$279 | — | -$279 | -0.28% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$152 | — | -$152 | -0.31% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$364 | — | -$364 | -1.01% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$769 | — | -$769 | -2.33% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$1K | — | -$1K | -5.71% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | — | — | $0 | 0.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHAMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$1K | — | -$1K | -5.83% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $634 | — | $634 | 4.30% |
| BENEFITCOMPASS LLC3 | 1 VENTURE #220 IRVINE, CA 92618 | AMERICAN FIDELITY ASSURANCE COMPANY | $163 | — | $163 | 1.14% |
| MARK MATHIAS3 Filed as: MARK WH PATTISON | 1 VENTURE IRVINE, CA 92618 | AMERICAN FIDELITY ASSURANCE COMPANY | $135 | — | $135 | 0.94% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$525 | — | -$525 | -3.67% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 8.17% |
| BENEFITCOMPASS LLC3 | 1 VENTURE #220 IRVINE, CA 92618 | AMERICAN FIDELITY ASSURANCE COMPANY | $195 | — | $195 | 1.52% |
| MARK MATHIAS3 Filed as: MARK WH PATTISON | 1 VENTURE #220 IRVINE, CA 92618 | AMERICAN FIDELITY ASSURANCE COMPANY | $100 | — | $100 | 0.78% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $724 | — | $724 | 6.09% |
| BENEFITCOMPASS LLC3 | 1 VENTURE #220 IRVINE, CA 92618 | AMERICAN FIDELITY ASSURANCE COMPANY | $172 | — | $172 | 1.45% |
| MARK MATHIAS3 Filed as: MARK WH PATTISON | 96 CORPORATE PARK #210 IRVINE, CA 92606 | AMERICAN FIDELITY ASSURANCE COMPANY | $90 | — | $90 | 0.76% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$527 | — | -$527 | -28.74% |
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 | 321 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 40 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 365 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,129 | $4.5M |
| Dental(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 718 | $797K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 718 | $676K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 718 | $676K |
| Short-term disability(10 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 718 | $980K |
| Long-term disability(12 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 66 | $338K |
| Other(13 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 718 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,129 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.