| 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 | — | $43K | $43K | 3.12% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLANS INC | $25K | — | $25K | 3.24% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $8K | — | $8K | 1.99% |
| ALLAN WISER INSURANCE SERVICES INC Filed as: ALLAN MARK WISER | 4809 SPARKS AVE SAN DIEGO, CA 92110 | PRINCIPAL LIFE INSURANCE COMPANY | $9K | — | $9K | 3.10% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN WISER INSURANCE SERVICES | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $3K | — | $3K | 2.86% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | VISION SERVICE PLAN | $541 | — | $541 | 2.24% |
| SALSBURY & ASSOCIATES INS SVCS INC3 | 1026 OAK ST CLAYTON, CA 94517 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $366 | — | $366 | 2.10% |
| LISA M KELLEY4 | 2649 GLEN CT VALLEY SPRINGS, CA 95252 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | — | $117 | 0.67% |
| WAYNE RIMMER4 Filed as: WAYNE P SMITH | 402 WEST LOCKHART LANE MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $116 | — | $116 | 0.67% |
| WILLIAM WAYNE STIGILE4 Filed as: WILLIAM W STIGILE | 514 GRINDSTONE WOODBRIDGE, CA 95258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $105 | — | $105 | 0.60% |
| HOLLERN & ASSOCIATES INCORPORATED4 | 3171 PINERO COURT SPARKS, NV 89436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $98 | — | $98 | 0.56% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $45 | — | $45 | 0.26% |
| SCOTT E BOORE4 | 8 STONEHAVEN CT NOVATO, CA 94947 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | — | $42 | 0.24% |
| G SCOTT COOKE4 Filed as: SCOTT ALLEN BEER | 8385 N RAISINA AVE FRESNO, CA 93720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.09% |
| ELITE-VB LLC3 | 341 W TUDOR ROAD ANCHORAGE, AK 99503 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.07% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN WISER INSURANCE SERVICES | 4809 SPARKS AVE SAN DIEGO, CA 92110 | MANAGED HEALTH NETWORK | $186 | — | $186 | 3.00% |
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 | 156 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 156 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE SHIELD OF CALIFORNIA | 123 | $2.7M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 375 | $291K |
| Vision | VISION SERVICE PLAN | 143 | $24K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 375 | $309K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 375 | $291K |
| Prescription drug(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 123 | $1.8M |
| Other | MANAGED HEALTH NETWORK | 143 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 375 | — |
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.