| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CROWN RISK MANAGEMENT, LLC3 Filed as: ALLAN WISER INSURANCE SERVIES | 4809 SPARKS AVE SAN DIEGO, CA 92110 | BLUE SHIELD OF CALIFORNIA | $33K | — | $33K | 3.00% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLANS INC | $22K | — | $22K | 2.74% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $7K | — | $7K | 1.83% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | PRINCIPAL LIFE INSURANCE COMPANY | $9K | — | $9K | 3.04% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN WISER INSURANCE SERVICES | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $2K | — | $2K | 2.45% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN WISER INSURANCE SERVICES | 4809 SPARKS AVE SAN DIEGO, CA 92110 | VISION SERVICE PLAN | $664 | — | $664 | 3.00% |
| ROBERT E PONCINI4 Filed as: ROBERT W HEITMAN | 3625 GANADO WAY MODESTO, CA 95356 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $412 | — | $412 | 2.10% |
| SALSBURY & ASSOCIATES INS SVCS INC3 | 3155 KEARNEY ST STE 240 FREMONT, CA 94538 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $370 | — | $370 | 1.89% |
| STEPHEN D PACE4 | 1016 GOLDENROD DR NAMPA, ID 83686 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $168 | — | $168 | 0.86% |
| HOLLERN & ASSOCIATES INCORPORATED4 | 11412 ROBBIA DRIVE LAS VEGAS, NV 89138 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $167 | — | $167 | 0.85% |
| LISA M KELLEY4 | 2019 LUGANO CT MANTECA, CA 95337 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | — | $125 | 0.64% |
| WAYNE RIMMER4 Filed as: WAYNE P SMITH | 1113 WEST GROVE WAY COEUR DALENE, ID 83815 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $123 | — | $123 | 0.63% |
| WILLIAM WAYNE STIGILE4 Filed as: WILLIAM W STIGILE | 514 GRINDSTONE WOODBRIDGE, CA 95258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | — | $95 | 0.48% |
| ALLAN WISER INSURANCE SERVICES INC Filed as: ALLAN MARK WISER | 4809 SPARKS AVE SAN DIEGO, CA 92110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 0.31% |
| SCOTT E BOORE4 | 8 STONEHAVEN CT NOVATO, CA 94947 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.19% |
| WHITFIELD BENEFIT SOLUTIONS4 | 341 W TUDOR RD ANCHORAGE, AK 99503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.12% |
| G SCOTT COOKE4 Filed as: SCOTT ALLEN BEER | 8385 N RAISINA AVE FRESNO, CA 93720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.08% |
| CHEYRL D SMITH4 | 1113 WEST GROVE WAY COEUR DALENE, ID 83815 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.01% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | MANAGED HEALTH NETWORK | $198 | — | $198 | 3.17% |
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 | 150 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 150 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE SHIELD OF CALIFORNIA | 131 | $2.3M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 382 | $294K |
| Vision | VISION SERVICE PLAN | 141 | $22K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 382 | $313K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 382 | $294K |
| Prescription drug(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 117 | $1.5M |
| Other | MANAGED HEALTH NETWORK | 128 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 382 | — |
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.