| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES INC | PO BOX 255188 SACRAMENTO, CA 95865 | KAISER FOUNDATION HEALTH PLAN INC | $43K | $0 | $43K | 3.01% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES | 1357A EAST LASSEN AVENUE CHICO, CA 95973 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $9 | $9 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 135 MAIN STREET 21ST FLOOR SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN INC | -$170 | $0 | -$170 | -0.01% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES | 5401 OLD REDWOOD HIGHWAY SUITE 105 PETALUMA, CA 94954 | SUTTER HEALTH PLAN | $17K | $0 | $17K | 5.00% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDEPOINT PARKWAY BUILDING 3, SUITE 500 AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $18K | $0 | $18K | 11.00% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 1357 EAST LASSEN AVENUE CHICO, CA 95973 | TRANSAMERICA LIFE INSURANCE COMPANY | $10K | $0 | $10K | 6.00% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES | PO BOX 8110 CHICO, CA 95927 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $24 | $8K | 7.37% |
| INTERWEST INSURANCE SERVICES, LLC Filed as: INTERWEST INSURANCE SERVICES | 1357 EAST LASSEN AVENUE CHICO, CA 95973 | RELIANCE LIFE INSURANCE COMPANY | $7K | $0 | $7K | 9.32% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES | 1357 EAST LASSEN AVENUE CHICO, CA 95973 | CHINESE COMMUNITY HEALTH PLAN | $3K | $0 | $3K | 5.00% |
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 | 296 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 19 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 320 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 191 | $1.8M |
| Dental(2 contracts, 2 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 207 | $278K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 207 | $111K |
| Life insurance | RELIANCE LIFE INSURANCE COMPANY | 181 | $71K |
| Long-term disability | RELIANCE LIFE INSURANCE COMPANY | 181 | $71K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 191 | $1.8M |
| Other(2 contracts, 2 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 181 | $237K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 207 | — |
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.