| 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 | — | $41K | $41K | 3.11% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $9K | — | $9K | 2.01% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN MARK WISER | 4809 SPARKS AVE SAN DIEGO, CA 92110 | PRINCIPAL LIFE INSURANCE COMPANY | $9K | — | $9K | 3.00% |
| 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 | 2.38% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | VISION SERVICE PLAN | $915 | — | $915 | 3.75% |
| ENROLLEASE3 Filed as: ENROLLEASE INC. DBA EASECENTRA | 1980 FESTIVAL PLAZA DR STE 810 LAS VEGAS, NV 891352958 | VISION SERVICE PLAN | $381 | — | $381 | 1.56% |
| SALSBURY & ASSOCIATES INS SVCS INC3 | MLILLARDC-3INSCOM CONCORD, CA 94520 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $294 | — | $294 | 1.84% |
| WAYNE RIMMER4 Filed as: WAYNE P SMITH | 402 WEST LOCKHART LANE MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | — | $95 | 0.60% |
| LISA M KELLEY4 | 2649 GLEN CT VALLEY SPRINGS, CA 95252 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | — | $93 | 0.58% |
| HOLLERN & ASSOCIATES INCORPORATED4 | 3171 PINERO COURT SPARKS, NV 89436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | — | $80 | 0.50% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 0.22% |
| SCOTT E BOORE4 | 8 STONEHAVEN CT NOVATO, CA 94947 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 0.22% |
| G SCOTT COOKE4 Filed as: SCOTT ALLEN BEER | 312 CROCKER STREET TEMPLETON, CA 93465 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.09% |
| ELITE-VB LLC3 | 111 HEKILI ST KAILUA, HI 96734 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.06% |
| 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% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLANS INC | $24K | — | $24K | — |
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 | 147 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 147 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE SHIELD OF CALIFORNIA | 110 | $1.8M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 362 | $307K |
| Vision | VISION SERVICE PLAN | 142 | $24K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 362 | $323K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 362 | $307K |
| Prescription drug(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 74 | $1.8M |
| Other | MANAGED HEALTH NETWORK | 143 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 362 | — |
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.