| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFITCOMPANS LLC3 | ONE VENTURE, SUITE 220 IRVINE, CA 92618 | KAISER FOUNDATION HEALTH PLAN INC. | $131K | — | $131K | 3.01% |
| BENEFITCOMPASS LLC3 | ONE VENTURE, SUITE 220 IRVINE, CA 92618 | GUARDIAN | $38K | $17K | $55K | 8.22% |
| BENEFITCOMPASS LLC3 | ONE VENTURE, SUITE 220 IRVINE, CA 92618 | SIMNSA HEALTH PLAN | $8K | — | $8K | 7.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKALAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $5K | — | $5K | 5.07% |
| BENEFITCOMPASS LLC3 | ONE VENTURE, SUITE 220 IRVINE, CA 92618 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 2.68% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.86% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $4K | — | $4K | 9.94% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 7.53% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 8.55% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKALAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 9.08% |
| BENEFITCOMPASS LLC3 | ONE VENTURE, SUITE 220 IRVINE, CA 92618 | AMERICAN FIDELITY ASSURANCE COMPANY | $954 | — | $954 | 4.18% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 9.41% |
| BENEFITCOMPASS LLC3 | ONE VENTURE, SUITE 220 IRVINE, CA 92618 | AMERICAN FIDELITY ASSURANCE COMPANY | $418 | — | $418 | 3.41% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $175 | — | $175 | 1.43% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 28.10% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $575 | — | $575 | 21.12% |
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 | 719 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 728 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,125 | $4.5M |
| Dental(2 contracts, 2 carriers) | GUARDIAN | 719 | $778K |
| Vision | GUARDIAN | 719 | $665K |
| Life insurance | GUARDIAN | 719 | $665K |
| Short-term disability(10 contracts, 2 carriers) | GUARDIAN | 719 | $972K |
| Long-term disability(10 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 65 | $309K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 1,125 | $4.3M |
| Other(11 contracts, 2 carriers) | GUARDIAN | 719 | $974K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,125 | — |
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.