| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SCOTT MARTIN3 | 10969 WELLWORTH AVENUE, APT 222 LOS ANGELES, CA 90024 | KAISER FOUNDATION HEALTH PLAN INC. | $95K | — | $95K | 5.38% |
| SCOTT P MARTIN3 | 11901 WEIR STREET CULVER CITY, CA 90230 | BLUE CROSS OF CALIFORNIA | $48K | — | $48K | 6.38% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INS SVCS INC. | 32110 AGOURA ROAD WESTLAKE VILLAGE, CA 91361 | BLUE CROSS OF CALIFORNIA | — | $14K | $14K | 1.82% |
| SCOTT MARTIN3 | 10969 WELLWORTH AVENUE, # 222 LOS ANGELES, CA 90024 | AETNA LIFE INSURANCE COMPANY | $39K | — | $39K | 13.72% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 1.28% |
| SCOTT MARTIN3 | 10969 WELLWORTH AVENUE, SUITE 212 LOS ANGELES, CA 90024 | VISION SERVICE PLAN | $830 | — | $830 | 5.45% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | VISION SERVICE PLAN | $105 | — | $105 | 0.69% |
| SCOTT MARTIN3 Filed as: SCOTT MARTIN/PW INS SVCS | 10969 WELLWORTH AVENUE, SUITE 212 LOS ANGELES, CA 90024 | HM LIFE INSURANCE COMPANY | $1K | — | $1K | 8.39% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | HM LIFE INSURANCE COMPANY | $204 | — | $204 | 1.61% |
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 | 236 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 238 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 301 | $2.5M |
| Dental | AETNA LIFE INSURANCE COMPANY | 410 | $284K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 105 | $28K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 410 | $284K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 301 | $2.5M |
| Other | AETNA LIFE INSURANCE COMPANY | 410 | $284K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 410 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.