| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN, INC. | $22K | — | $22K | 1.82% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $13K | $972 | $14K | 6.43% |
| DKG INSURANCE & FINANCIAL SERVICES3 Filed as: DKG INSURANCE & FIN SRVC | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $648 | $8K | 3.59% |
| ASD INSURANCE AND FINANCIAL SERVICE3 Filed as: ASD INSURANCE & FIN SRVC | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.69% |
| SANTA CRUZ CHARLOTTE R3 | 718 DUNBAR AVE SUITE 3A BAY ST LOUIS, MS 39520 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $731 | — | $731 | 6.14% |
| SCIS INC3 | 4202 STEVENS CREEK BLVD SAN JOSE, CA 95129 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $487 | — | $487 | 4.09% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $96 | $47 | $143 | 8.90% |
| DKG INSURANCE & FINANCIAL SERVICES3 Filed as: DKG INSURANCE & FIN SVCS INC | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $54 | $32 | $86 | 5.35% |
| ASD INSURANCE AND FINANCIAL SERVICE3 Filed as: ASD INSURANCE & FIN SERVICE | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10 | — | $10 | 0.62% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $62 | — | $62 | 8.76% |
| ASD INSURANCE AND FINANCIAL SERVICE3 Filed as: ASD INSURANCE & FIN SRVC | 12404 PARK CENTRAL DR STE 400S DALLAS, TX 75251 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9 | — | $9 | 1.27% |
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 | 201 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 201 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN, INC. | 173 | $1.2M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 347 | $224K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 13 | $2K |
| Life insurance(2 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 358 | $13K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 173 | $1.2M |
| Other(2 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 358 | $13K |
| 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."
No prospect flags tripped on this filing.