| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRENT G JONES3 Filed as: BRENT G. JONES INSURANCE SERVICES | 1787 TRIBUTE ROAD, STE. E STE E SACRAMENTO, CA 958154404 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INTEGRITY ADMINISTRATORS, INC. EIN 68-0394770 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Claims processing; Contract Administrator Service code 12 | 1787 TRIBUTE ROAD, STE. E SACRAMENTO, CA 958154404 | $79K |
| HOMETOWN HEALTH PROVIDERS INS. CO. EIN 88-0177026 NONE | Claims processing Service code 12 | 830 HARVARD WAY RENO, NV 89502 | $8K |
| BRENT G. JONES INSURANCE SERVICES EIN 26-4563823 NONE | Insurance agents and brokers; Consulting (general) Service code 16 | 1787 TRIBUTE ROAD, STE E SACRAMENTO, CA 958154404 | $6K |
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 | 138 | 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. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 138 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 138 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 138 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.