| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & CO. | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CT 94111 | ANTHEM INSURANCE COMPANIES, INC. | $11K | $95 | $11K | 1.05% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | ANTHEM INSURANCE COMPANIES, INC. | $3K | — | $3K | 0.26% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & CO. | 50 CALIFORNIA STREET, 12TH FLOOR SAN FRANCISCO, CA 94111 | KAISER FOUNDATION HEALTH PLAN INC | $7K | $1K | $8K | 1.35% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN INC | $5K | — | $5K | 0.83% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & CO. | 50 CALIFORNIA STREET, FLOOR 12 SAN FRANCISCO, CA 94111 | ANTHEM INSURANCE COMPANIES, INC. | $9K | — | $9K | 6.00% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | ANTHEM INSURANCE COMPANIES, INC. | $3K | — | $3K | 2.00% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & CO. | 50 CALIFORNIA STREET, FLOOR 12 SAN FRANCISCO, CA 94111 | KAISER FOUNDATION HEALTH PLAN INC. | $2K | $126 | $2K | 1.23% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN INC. | $1K | — | $1K | 0.85% |
| WOODRUFF-SAWYER & CO3 | 50 CALIFORNIA STREET, FLOOR 12 SAN FRANCISCO, CA 94111 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | -$205 | $947 | 7.05% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $863 | — | $863 | 6.42% |
| WOODRUFF-SAWYER & CO3 | 50 CALIFORNIA STREET, FLOOR 12 SAN FRANCISCO, CA 94111 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $710 | -$172 | $538 | 6.63% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $507 | — | $507 | 6.25% |
| WOODRUFF-SAWYER & CO3 Filed as: WOODRUFF-SAWYER & CO. | 50 CALIFORNIA STREET, FLOOR 12 SAN FRANCISCO, CA 94111 | ANTHEM INSURANCE COMPANIES, INC. | $1K | $1 | $1K | — |
| INDIAN CHAMBER INSURANCE AGENCY INC3 | 115 WEST WASHINGTON ST SUITE 850S INDIANAPOLIS, IN 46204 | ANTHEM INSURANCE COMPANIES, INC. | $55 | — | $55 | — |
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 | 230 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 230 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | ANTHEM INSURANCE COMPANIES, INC. | 123 | $1.8M |
| Dental | ANTHEM INSURANCE COMPANIES, INC. | 193 | $157K |
| Vision(2 contracts) | ANTHEM INSURANCE COMPANIES, INC. | 98 | $1.1M |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 228 | $13K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 26 | $8K |
| Prescription drug(4 contracts, 2 carriers) | ANTHEM INSURANCE COMPANIES, INC. | 123 | $1.8M |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 228 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 228 | — |
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.