| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFITCOMPASS LLC3 | ONE VENTURE, SUITE 220 IRVINE, CA 92618 | KAISER FOUNDATION HEALTH PLAN INC. | $99K | — | $99K | 1.99% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET, 21ST FLOOR SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN INC. | $50K | — | $50K | 1.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 90051 | GUARDIAN | $43K | $5K | $48K | 6.22% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 90051 | SIMNSA HEALTH PLAN | $8K | — | $8K | 7.00% |
| BENEFITCOMPASS LLC3 | 19000 MACARTHUR BLVD. IRVINE, CA 92612 | SIMNSA HEALTH PLAN | $4K | — | $4K | 7.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 90051 | SIMNSA HEALTH PLAN | $4K | — | $4K | 7.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $6K | — | $6K | 11.75% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 3.56% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 8.99% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $626 | — | $626 | 2.37% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 9.01% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 15.72% |
| BENEFITCOMPASS LLC3 | 19000 MACARTHUR BLVD. IRVINE, CA 92612 | AMERICAN FIDELITY ASSURANCE COMPANY | $858 | — | $858 | 4.47% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $783 | — | $783 | 4.09% |
| BENEFITCOMPASS LLC3 | 19000 MACARTHUR BLVD. IRVINE, CA 92612 | AMERICAN FIDELITY ASSURANCE COMPANY | $628 | — | $628 | 3.28% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 90051 | AMERICAN FIDELITY ASSURANCE COMPANY | $229 | — | $229 | 1.20% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$760 | — | -$760 | -4.09% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKALAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $4K | — | $4K | 23.05% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 90051 | AMERICAN FIDELITY ASSURANCE COMPANY | $529 | — | $529 | 2.98% |
| BENEFITCOMPASS LLC3 | 19000 MACARTHUR BLVD. IRVINE, CA 92612 | AMERICAN FIDELITY ASSURANCE COMPANY | $359 | — | $359 | 2.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 90051 | SIMNSA HEALTH PLAN | $965 | — | $965 | 7.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 13.72% |
| BENEFITCOMPASS LLC3 | 19000 MACARTHUR BLVD. IRVINE, CA 92612 | AMERICAN FIDELITY ASSURANCE COMPANY | $319 | — | $319 | 2.45% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 90051 | AMERICAN FIDELITY ASSURANCE COMPANY | $175 | — | $175 | 1.34% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 90051 | SIMNSA HEALTH PLAN | $688 | — | $688 | 7.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKALAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 17.31% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 90051 | AMERICAN FIDELITY ASSURANCE COMPANY | $229 | — | $229 | 3.00% |
| BENEFITCOMPASS LLC3 | 19000 MACARTHUR BLVD. IRVINE, CA 92612 | AMERICAN FIDELITY ASSURANCE COMPANY | $153 | — | $153 | 2.01% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $323 | — | $323 | 6.58% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O. BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 52.68% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 90051 | AMERICAN FIDELITY ASSURANCE COMPANY | $73 | — | $73 | 3.16% |
| BENEFITCOMPASS LLC3 | ONE VENTURE, SUITE 220 IRVINE, CA 92618 | AMERICAN FIDELITY ASSURANCE COMPANY | $43 | — | $43 | 1.86% |
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 | 981 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 989 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,286 | $5.3M |
| Dental(7 contracts, 2 carriers) | GUARDIAN | 981 | $1.0M |
| Vision | GUARDIAN | 981 | $771K |
| Life insurance | GUARDIAN | 981 | $771K |
| Short-term disability(13 contracts, 2 carriers) | GUARDIAN | 981 | $1.0M |
| Long-term disability(13 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 41 | $274K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 1,286 | $5.0M |
| Other(14 contracts, 2 carriers) | GUARDIAN | 981 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,286 | — |
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.