| 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 | — | $24K | $24K | 1.70% |
| PCF INSURANCE SERVICES OF THE WEST3 | 6200 CANOGA AVE SUITE 325 WODLAND HILLS, CA 91367 | BLUE SHIELD OF CALIFORNIA | — | $23K | $23K | 1.63% |
| PCF INSURANCE SERVICES OF THE WEST3 | 1233 ALPINE RD STE 201 WALNUT CREEK, CA 945964403 | KAISER FOUNDATION HEALTH PLANS INC | $25K | — | $25K | 2.52% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLANS INC | $5K | — | $5K | 0.47% |
| PCF INSURANCE SERVICES OF THE WEST | 1233 APLINE RD WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $4K | — | $4K | 1.01% |
| ALLAN WISER INSURANCE SERVICES INC3 | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $4K | — | $4K | 0.97% |
| PCF INSURANCE SERVICES OF THE WEST3 | 1233 ALPINE RD WALNUT CREEK, CA 945964403 | PRINCIPAL LIFE INSURANCE COMPANY | — | $6K | $6K | 2.00% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN WISER INSURANCE SERVICES | 4809 SPARKS AVE SAN DIEGO, CA 92110 | PRINCIPAL LIFE INSURANCE COMPANY | — | $3K | $3K | 0.98% |
| PCF INSURANCE SERVICES OF THE WEST3 | 6200 CANOGA AVE SUITE 325 WOODLAND HILLS, CA 91367 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $2K | — | $2K | 2.60% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN WISER INSURANCE SERVICES | 4809 SPARKS AVE SAN DIEGO, CA 92110 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | — | — | $0 | 0.00% |
| PCF INSURANCE SERVICES OF THE WEST3 | 1233 APLINE RD WALNUT CREEK, CA 94596 | VISION SERVICE PLAN | $922 | — | $922 | 3.35% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN WISER INSURANCE SERVICES | 4809 SPARKS AVE SAN DIEGO, CA 92110 | VISION SERVICE PLAN | $450 | — | $450 | 1.64% |
| ENROLLEASE3 Filed as: ENROLLEASE INC. DBA EASECENTRA | 1980 FESTIVAL PLAZA DR STE 810 LAS VEGAS, NV 891352958 | VISION SERVICE PLAN | $343 | — | $343 | 1.25% |
| SALSBURY & ASSOC INS SERVICES INC3 | 1320 WILLOW PASS RD STE 600 CONCORD, CA 95420 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $166 | — | $166 | 2.03% |
| WILLIAM WAYNE STIGILE3 | 436 KENDAL LOOP KALISPELL, MT 59901 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 0.83% |
| WAYNE RIMMER3 Filed as: WAYNE P SMITH | 402 WEST LOCKHART LANE MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | — | $55 | 0.67% |
| HOLLERN & ASSOCIATES INCORPORATED3 | 3171 PINERO COURT SPARKS, NV 89436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | — | $32 | 0.39% |
| SCOTT E BOORE3 | 1680 DELTA WIND LANE LINCOLN, CA 95648 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.23% |
| G SCOTT COOKE3 Filed as: SCOTT ALLEN BEER | 312 CROCKER STREET TEMPLETON, CA 93465 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10 | — | $10 | 0.12% |
| PCF INSURANCE SERVICES OF THE WEST3 | 1233 APLINE RD WALNUT CREEK, CA 94596 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.09% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN MARK WISER | 4809 SPARKS AVE SAN DIEGO, CA 92110 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.09% |
| PAMELA WHITFIELD3 | 111 HEKILI ST KAILUA, HI 96734 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.06% |
| ELITE-VB LLC3 | 111 HEKILI ST KAILUA, HI 96734 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| SALSBURY & ASSOCIATES INS SVCS INC3 | MLILLARDC-3INSCOM CONCORD, CA 94520 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | — | $0 | 0.00% |
| ALLAN WISER INSURANCE SERVICES INC3 Filed as: ALLAN WISER INSURANCE SERVICES | 4809 SPARKS AVE SAN DIEGO, CA 92110 | MANAGED HEALTH NETWORK | $109 | — | $109 | 2.99% |
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 | 164 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE SHIELD OF CALIFORNIA | 130 | $2.9M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 392 | $318K |
| Vision | VISION SERVICE PLAN | 153 | $28K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 392 | $327K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 392 | $318K |
| Prescription drug(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 66 | $1.8M |
| Other | MANAGED HEALTH NETWORK | 143 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 392 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.