| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DAYTON SAYER INSURANCE ANGENCY INC. | PO BOX 3640 CHICO, CA 95927 | BLUE CROSS OF CALIFORNIA | $31K | — | $31K | 1.19% |
| ROGERS BENEFIT GROUP INC Filed as: ROGERS BENEFIT GROUP | 5110 N 40TH ST STE 234 PHOENIX, AZ 85018 | BLUE CROSS OF CALIFORNIA | $10K | — | $10K | 0.37% |
| EVO INSURANCE SERVICES INC | 1905 NOTRE DAME BLVD, SUITE 270 CHICO, CA 95928 | BLUE CROSS OF CALIFORNIA | -$18 | — | -$18 | -0.00% |
| DAYTON SAYER INSURANCE ANGENCY INC. | PO BOX 3640 CHICO, CA 95927 | ATHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $31K | — | $31K | 13.78% |
| ROGERS BENEFIT GROUP INC Filed as: ROGERS BENEFIT GROUP | 5110 N 40TH ST STE 234 PHOENIX, AZ 85018 | ATHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $10K | — | $10K | 4.30% |
| DAYTON SAYER INSURANCE ANGENCY INC. | PO BOX 3640 CHICO, CA 95927 | ATHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $31K | — | $31K | 72.30% |
| ROGERS BENEFIT GROUP INC Filed as: ROGERS BENEFIT GROUP | 5110 N 40TH ST STE 234 PHOENIX, AZ 85018 | ATHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $10K | — | $10K | 22.57% |
| AMWINS3 Filed as: AWINS CONNECT INSURANCE SERVICES | 1600 W HILLSDALE BLVD SUITE 201 SAN MATEO, CA 94403 | ATHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | -$6 | -$6 | -0.01% |
| DAYTON SAYER INSURANCE ANGENCY INC. | 1166 ESPLANADE SUITE 1 CHICO, CA 95926 | VISION SERVICE PLAN | — | $1K | $1K | 2.96% |
| ROGERS BENEFIT GROUP INC Filed as: ROGERS BENEFIT GROUP | 5110 N 40TH ST STE 234 PHOENIX, AZ 85018 | VISION SERVICE PLAN | — | $471 | $471 | 1.27% |
| ENROLLEASE Filed as: ENROLLEASE, INC DBA EASECENTRAL | 1980 FESTIVAL PLAZA DR STE 810 LAS VEGAS, NV 89135 | VISION SERVICE PLAN | — | $464 | $464 | 1.25% |
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. |
| Total participants (= "Plan participants" tile) | 230 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF CALIFORNIA | 341 | $2.6M |
| Dental | ATHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 448 | $224K |
| Vision | VISION SERVICE PLAN | 217 | $37K |
| Life insurance | ATHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 227 | $43K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 448 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.