| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PETER WANTUCH3 | 840 HINCKLEY ROAD, SUITE 249 BURLINGAME, CA 94010 | BLUE CROSS OF CALIFORNIA | $38K | — | $38K | 3.31% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY & BARNEY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | BLUE CROSS OF CALIFORNIA | $19K | — | $19K | 1.67% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY & BARNEY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN INC. | $22K | — | $22K | 2.54% |
| PETER WANTUCH3 | 840 HINCKLEY ROAD, SUITE 249 BURLINGAME, CA 94010 | KAISER FOUNDATION HEALTH PLAN INC. | $21K | — | $21K | 2.45% |
| PETER WANTUCH3 | 840 HINCKLEY ROAD, SUITE 249 BURLINGAME, CA 94010 | KAISER FOUNDATION HEALTH PLAN INC. | $10K | — | $10K | 2.32% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY & BARNEY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN INC. | $8K | — | $8K | 1.97% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY & BARNEY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | DELTA DENTAL OF CALIFORNIA | $4K | — | $4K | 2.50% |
| PSW BENEFIT RESOURCES3 | 840 HINCKLEY ROAD, SUITE 249 BURLINGAME, CA 94010 | DELTA DENTAL OF CALIFORNIA | $2K | — | $2K | 1.63% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY & BARNEY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | DELTA DENTAL OF CALIFORNIA | $580 | — | $580 | 2.19% |
| PETER WANTUCH3 | 840 HINCKLEY ROAD, SUITE 249 BURLINGAME, CA 94010 | DELTA DENTAL OF CALIFORNIA | $418 | — | $418 | 1.58% |
| PETER WANTUCH3 Filed as: PETER WANTUCH/RSW BENEFIT RESOURCES | 840 HINCKLEY ROAD, SUITE 249 BURLINGAME, CA 94010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 7.60% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY & BARNEY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 7.40% |
| PETER WANTUCH3 Filed as: PETER WANTUCH/RSW BENEFIT RESOURCES | 840 HINCKLEY ROAD, SUITE 249 BURLINGAME, CA 94010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 7.54% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY & BARNEY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $998 | — | $998 | 7.46% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY & BARNEY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | VISION SERVICE PLAN | $281 | — | $281 | 2.22% |
| PETER WANTUCH3 Filed as: PETER WANTUCH/RSW BENEFIT RESOURCES | 840 HINCKLEY ROAD, SUITE 249 BURLINGAME, CA 94010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $858 | — | $858 | 7.66% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY & BARNEY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $823 | — | $823 | 7.35% |
| PETER WANTUCH3 Filed as: PETER WANTUCH/RSW BENEFIT RESOURCES | 840 HINCKLEY ROAD, SUITE 249 BURLINGAME, CA 94010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $747 | — | $747 | 7.53% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY & BARNEY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $741 | — | $741 | 7.47% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: BARNEY & BARNEY | 9171 TOWNE CENTRE DRIVE, SUITE 500 SAN DIEGO, CA 92122 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $361 | — | $361 | 7.54% |
| PETER WANTUCH3 Filed as: PETER WANTUCH/RSW BENEFIT RESOURCES | 840 HINCKLEY ROAD, SUITE 249 BURLINGAME, CA 94010 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $357 | — | $357 | 7.46% |
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 | 245 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 255 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 152 | $2.4M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 168 | $175K |
| Vision | VISION SERVICE PLAN | 106 | $13K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 245 | $23K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 33 | $11K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 245 | $14K |
| Prescription drug(3 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 152 | $2.4M |
| Other(4 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 293 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 293 | — |
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.