| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX AGENCY, INC. | 225 KENNETH DR ROCHESTER, NY 146234277 | KAISER FOUNDATION HEALTH PLANS, | $11K | — | $11K | 1.51% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLANS, | $4K | — | $4K | 0.49% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX INSURANCE AGENCY INC | 225 KENNETH DR ROCHESTER, NY 14623 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAN | $6K | $295 | $7K | 7.80% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICE | 32110 AGOURA RD WESTLAKE VILLAGE, CA 91361 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAN | $3K | — | $3K | 3.70% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAN | $2K | — | $2K | 2.62% |
| PACIFIC ADVISORS LLC3 | 5080 NORTH 40TH ST SUITE 400 PHOENIX, AZ 85018 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAN | $44 | — | $44 | 0.05% |
| PAYCHEX INSURANCE AGENCY, INC.3 Filed as: PAYCHEX INSURANCE AGENCY INC | 225 KENNETH DR ROCHESTER, NY 14623 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | — | $1K | 2.21% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 94104 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $415 | — | $415 | 0.66% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $830 | — | $830 | 1.53% |
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 | 98 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 98 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLANS, | 100 | $865K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAN | 98 | $83K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAN | 98 | $83K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAN | 98 | $83K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLANS, | 100 | $865K |
| Other | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAN | 98 | $83K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 100 | — |
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.