| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | KAISER FOUNDATION HEALTH PLAN, INC. | $56K | $1K | $57K | 1.78% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 600731298 | KAISER FOUNDATION HEALTH PLAN, INC. | $41K | — | $41K | 1.27% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AETNA LIFE INSURANCE COMPANY | $49K | — | $49K | 3.04% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE COMPANY | $31K | — | $31K | 1.91% |
| BEERE & PURVES INC3 Filed as: BEERE & PURVES INC. | 1350 TREAT BLVD., STE. 470 WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $20K | — | $20K | 1.22% |
| BEERE & PURVES INC3 Filed as: BEERE & PURVES INC. | 500 YGNAVIO VALLEY ROAD WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $12K | — | $12K | 0.76% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 951123600 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | — | $9K | 1.53% |
| AON CONSULTING INC3 Filed as: AON CONSULTING AND INSURANCE SVCS | 29840 NETWORK PL CHICAGO, IL 600731298 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $55 | $6K | 0.97% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PL CHICAGO, IL 600731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $292 | $292 | 0.05% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N. 1ST ST, SAN JOSE, CA 95112 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | — | $7K | 3.57% |
| AON CONSULTING INC3 | 4 OVERLOOK PT LINCOLNSHIRE, IL 60069 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 1.97% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AETNA LIFE INSURANCE COMPANY | $3K | — | $3K | 3.29% |
| AON CONSULTING INC3 Filed as: AON CORPORATION | 29840 NETWORK PLACE CHICAGO, IL 606731298 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 1.38% |
| BEERE & PURVES INC3 Filed as: BEERE & PURVES INC. | 1350 TREAT BLVD., STE. 470 WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $1K | — | $1K | 1.32% |
| BEERE & PURVES INC3 Filed as: BEERE & PURVES INC. | 500 YGNAVIO VALLEY ROAD WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $513 | — | $513 | 0.55% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N. 1ST ST. SAN JOSE, CA 95112 | VISION SERVICE PLAN | $3K | — | $3K | 5.67% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PL CHICAGO, IL 600731298 | VISION SERVICE PLAN | $2K | — | $2K | 3.44% |
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 | 328 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 331 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 426 | $4.9M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 783 | $2.2M |
| Vision | VISION SERVICE PLAN | 292 | $61K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 326 | $194K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 326 | $194K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 326 | $194K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 426 | $3.2M |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 326 | $205K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 783 | — |
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.