| 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 | — | $38K | $38K | 3.11% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLANS INC | $25K | — | $25K | 2.74% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $8K | — | $8K | 2.03% |
| ALLAN WISER INSURANCE SERVICES INC Filed as: ALLAN WISER INSURANCE SERVICES | 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 | $3K | — | $3K | 2.60% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | VISION SERVICE PLAN | $721 | — | $721 | 3.00% |
| ENROLLEASE3 Filed as: ENROLLEASE INC. DBA EASECENTRA | 1980 FESTIVAL PLAZA DR STE 810 LAS VEGAS, NV 891352958 | VISION SERVICE PLAN | $301 | — | $301 | 1.25% |
| SALSBURY & ASSOCIATES INS SVCS INC3 | MLILLARDC-3INSCOM CONCORD, CA 94520 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $199 | — | $199 | 1.92% |
| WAYNE RIMMER3 Filed as: WAYNE P SMITH | 402 WEST LOCKHART LANE MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $61 | — | $61 | 0.59% |
| HOLLERN & ASSOCIATES INCORPORATED3 | 3171 PINERO COURT SPARKS, NV 89436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | — | $37 | 0.36% |
| SCOTT E BOORE3 | 1680 DELTA WIND LANE LINCOLN, CA 95648 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.24% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN MARK WISER | 4809 SPARKS AVE SAN DIEGO, CA 92110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | — | $18 | 0.17% |
| G SCOTT COOKE3 Filed as: SCOTT ALLEN BEER | 312 CROCKER STREET TEMPLETON, CA 93465 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.11% |
| ELITE-VB LLC3 | 111 HEKILI ST KAILUA, HI 96734 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.09% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN WISER INSURANCE SERVICES | 4809 SPARKS AVE SAN DIEGO, CA 92110 | MANAGED HEALTH NETWORK | $172 | — | $172 | 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 | 155 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE SHIELD OF CALIFORNIA | 128 | $2.6M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 358 | $303K |
| Vision | VISION SERVICE PLAN | 143 | $24K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 358 | $313K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 358 | $303K |
| Prescription drug(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 61 | $1.6M |
| Other | MANAGED HEALTH NETWORK | 143 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 358 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.