| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER AND COMPANY | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | KAISER FOUNDATION HEALTH PLAN INC | $37K | $1K | $39K | 3.99% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES, INC. | 8950 CAL CENTER DRIVE BUILDING 3, SUITE 200 SACRAMENTO, CA 95826 | KAISER FOUNDATION HEALTH PLAN INC | $19K | $0 | $19K | 1.99% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES, INC. | PO BOX 255188 SACRAMENTO, CA 95865 | WESTERN HEALTH ADVANTAGE | $7K | $0 | $7K | 1.37% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER AND COMPANY | 2295 GATEWAY OAKS DRIVE, SUITE 230 SACRAMENTO, CA 95833 | WESTERN HEALTH ADVANTAGE | $7K | $0 | $7K | 1.37% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES, INC. | PO BOX 255188 SACRAMENTO, CA 95865 | NATIONAL HEALTH INSURANCE COMPANY | $3K | $0 | $3K | 1.03% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER AND COMPANY | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | NATIONAL HEALTH INSURANCE COMPANY | $2K | $0 | $2K | 0.59% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER AND COMPANY | 2295 GATEWAY OAKS DRIVE, SUITE 230 SACRAMENTO, CA 95833 | PROMINENCE HEALTH PLAN | $9K | $0 | $9K | 3.33% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES, INC. | PO BOX 255188 SACRAMENTO, CA 95865 | PROMINENCE HEALTH PLAN | $5K | $0 | $5K | 1.67% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER AND COMPANY | 2295 GATEWAY OAKS DRIVE, SUITE 230 SACRAMENTO, CA 95833 | PREMIER ACCESS INSURANCE COMPANY | $4K | $0 | $4K | 2.51% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES, INC. | PO BOX 255188 SACRAMENTO, CA 95865 | PREMIER ACCESS INSURANCE COMPANY | $752 | $0 | $752 | 0.45% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER AND COMPANY | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 6.20% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES, INC. | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 3.80% |
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 | 321 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 321 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 155 | $2.1M |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 422 | $169K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 254 | $28K |
| Prescription drug(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 155 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 422 | — |
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.