| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES, INC. | 130 THEORY ST., SUITE 200 IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | — | $1K | $1K | 0.07% |
| FBP INSURANCE SERVICES3 | 130 THEORY ST., SUITE 200 IRVINE, CA 92617 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $88K | $88K | 6.44% |
| FBP INSURANCE SERVICES3 | 130 THEORY ST., SUITE 200 IRVINE, CA 92617 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $82K | $82K | 6.62% |
| FBP INSURANCE SERVICES3 | 130 THEORY ST., SUITE 200 IRVINE, CA 92617 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $14K | $14K | 1.61% |
| FBP INSURANCE SERVICES3 Filed as: FBP INSURANCE SERVICES, INC. | 130 THEORY ST., SUITE 200 IRVINE, CA 92617 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | — | $145 | $145 | 0.05% |
| DIRECTPATH, LLC3 Filed as: DIRECTPATH LLC | 120 18TH STREET SOUTH SUITE 102 BIRMINGHAM, AL 35233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $31K | — | $31K | 15.00% |
| DIRECTPATH, LLC1 Filed as: DIRECTPATH LLC | 120 18TH STREET SOUTH SUITE 102 BIRMINGHAM, AL 35233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 414 GALLIMORE DAIRY ROAD SUITE F GREESBORO, NC 27409 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $16K | $1K | $17K | 9.18% |
| DIRECTPATH, LLC3 Filed as: DIRECTPATH LLC | 120 18TH STREET SOUTH SUITE 102 BIRMINGHAM, AL 35233 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | $201 | $4K | 2.36% |
| MACE, PETER, J3 | 3350 RIVERWOOD PARKWAY 80 SUITE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 2.00% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 5775 EAST GLENRIDGE DRIVE SUITE 3500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 0.90% |
| DIRECTPATH, LLC3 Filed as: DIRECTPATH LLC | 120 18TH STREET SOUTH SUITE 102 BIRMINGHAM, AL 35233 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | — | $13K | 8.00% |
| FBP INSURANCE SERVICES3 | 130 THEORY ST., SUITE 200 IRVINE, CA 92617 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $7K | $7K | 6.92% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 27409 | FIRST UNUM LIFE INSURANCE COMPANY | $7K | — | $7K | 85.00% |
| MACE, PETER, J3 | 3350 RIVERWOOD PARKWAY 80 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $183 | — | $183 | 8.44% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | 414 GALLIMORE DAIRY ROAD, STE. F GREENSBORO, NC 27409 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $20 | — | $20 | 0.92% |
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 | 5,507 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 23 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,530 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 812 | $8.3M |
| Dental | DELTA DENTAL OF CALIFORNIA | 8,129 | $3.6M |
| Vision | VISION SERVICE PLAN | 3,717 | $563K |
| Life insurance(3 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 6,548 | $1.6M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,362 | $847K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 5,363 | $1.2M |
| Prescription drug(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 568 | $7.9M |
| Other(5 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 4,825 | $657K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,129 | — |
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."
No prospect flags tripped on this filing.