| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 5300 STEVENS CREEK BLVD FL 3 SAN JOSE, CA 95129 | KAISER FOUNDATION HEALTH PLAN INC | $38K | — | $38K | 2.91% |
| ROBERT B. SUHR & COMPANY INSURANCE3 | BROKERS, INC. 5300 STEVENS CREEK BLVD. SAN JOSE, CA 95129 | KAISER FOUNDATION HEALTH PLAN INC | $22K | — | $22K | 1.67% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 5300 STEVENS CREEK BLVD FL 3 SAN JOSE, CA 95129 | UNITEDHEALTHCARE INSURANCE COMPANY | $25K | — | $25K | 3.68% |
| ROBERT B. SUHR & COMPANY3 Filed as: ROBERT B SUHR & CO | INSURANCE BROKERS INC 5300 STEVENS CREEK BLVD FL 3 SAN JOSE, CA 95129 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 1.32% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 5300 STEVENS CREEK BLVD FL 3 SAN JOSE, CA 951291032 | KAISER FOUNDATION HEALTH PLAN INC | $17K | — | $17K | 2.69% |
| ROBERT B. SUHR & COMPANY INSURANCE3 | BROKERS, INC. 5300 STEVENS CREEK BLVD SAN JOSE, CA 95129 | KAISER FOUNDATION HEALTH PLAN INC | $11K | — | $11K | 1.70% |
| ROBERT B. SUHR & COMPANY INSURANCE3 | BROKERS, INC. 5300 STEVENS CREEK BLVD. SAN JOSE, CA 95129 | DELTA DENTAL | $4K | — | $4K | 4.39% |
| ACRISURE LLC3 Filed as: ACRISURE DBA SUHR RISK SVCS OF CA | 5300 STEVENS CREEK BLVD 3RD FL SAN JOSE, CA 95129 | UNION SECURITY INSURANCE COMPANY | $7K | — | $7K | 12.24% |
| ROBERT B. SUHR & COMPANY INSURANCE3 | BROKERS, INC. 5300 STEVENS CREEK BLVD SAN JOSE, CA 95129 | DELTA DENTAL | $6K | — | $6K | 10.00% |
| ACRISURE LLC3 Filed as: ACRISURE DBA SUHR RISK SVCS OF CA | 5300 STEVENS CREEK BLVD 3RD FL SAN JOSE, CA 95129 | UNION SECURITY INSURANCE COMPANY | $3K | — | $3K | 15.05% |
| SUHR RISK SERVICES3 Filed as: SUHR RISK INS SERVICES OF CA | ACRISURE CO 5300 STEVENS CREEK BLVD, STE 300 SAN JOSE, CA 95129 | UNION SECURITY INSURANCE COMPANY | $2K | — | $2K | 17.85% |
| SUHR RISK SERVICES3 Filed as: SUHR RISK INS SERVICES OF CA | ACRISURE CO 5300 STEVENS CREEK BLVD, STE 300 SAN JOSE, CA 95129 | UNION SECURITY INSURANCE COMPANY | $2K | — | $2K | 16.67% |
| SUHR RISK SERVICES3 Filed as: SUHR RISK INS SERVICES OF CA | ACRISURE CO 5300 STEVENS CREEK BLVD, STE 300 SAN JOSE, CA 95129 | UNION SECURITY INSURANCE COMPANY | $1K | — | $1K | 17.24% |
| SUHR RISK SERVICES3 Filed as: SUHR RISK SERVICES OF CA | 5300 STEVENS CREEK BLVD 3RD FLR SAN JOSE, CA 95129 | LANDMARK HEALTHPLAN | $184 | — | $184 | 9.97% |
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 | 376 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 378 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 261 | $2.6M |
| Dental(2 contracts) | DELTA DENTAL | 167 | $147K |
| Vision | UNION SECURITY INSURANCE COMPANY | 311 | $28K |
| Life insurance | UNION SECURITY INSURANCE COMPANY | 376 | $61K |
| Short-term disability(2 contracts) | UNION SECURITY INSURANCE COMPANY | 49 | $25K |
| Long-term disability | UNION SECURITY INSURANCE COMPANY | 51 | $22K |
| Other(3 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 376 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 376 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.