| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES, INC. | 1357A E. LASSEN AVE. CHICO, CA 959737824 | KAISER FOUNDATION HEALTH PLAN INC. | $45K | $751 | $46K | 3.35% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | KAISER FOUNDATION HEALTH PLAN INC. | $10K | $51 | $10K | 0.72% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 1357 E. LASSON AVE. CHICO, CA 95973 | AETNA LIFE INSURANCE CO. | $24K | — | $24K | 2.99% |
| BEERE & PURVES INC3 Filed as: BEERE & PURVES INC. | 1350 TREAT BLVD. SUITE 470 WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE CO. | $16K | — | $16K | 1.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | AETNA LIFE INSURANCE CO. | $17 | — | $17 | 0.00% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 3636 AMERICAN RIVER DR. 2ND FL SACRAMENTO, CA 95864 | UNION SECURITY INSURANCE COMPANY | $6K | — | $6K | 4.11% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | UNION SECURITY INSURANCE COMPANY | $1K | — | $1K | 0.89% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES, INC. | 1357A E. LASSEN AVE. CHICO, CA 959737824 | KAISER FOUNDATION HEALTH PLAN INC. | $3K | $56 | $3K | 3.12% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | KAISER FOUNDATION HEALTH PLAN INC. | $855 | $5 | $860 | 0.93% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 3636 AMERICAN RIVER DR. 2ND FL SACRAMENTO, CA 95864 | UNION SECURITY INSURANCE COMPANY | $4K | — | $4K | 12.43% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | UNION SECURITY INSURANCE COMPANY | $845 | — | $845 | 2.57% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES | 310 HEMSTED DR. SUITE 200 REDDING, CA 96002 | VISION SERVICE PLAN | $1K | — | $1K | 4.01% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | VISION SERVICE PLAN | $254 | — | $254 | 0.89% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 3636 AMERICAN RIVER DR. 2ND FL SACRAMENTO, CA 94864 | UNION SECURITY INSURANCE COMPANY | $2K | — | $2K | 12.73% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | UNION SECURITY INSURANCE COMPANY | $435 | — | $435 | 2.24% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 3636 AMERICAN RIVER DR. 2ND FL SACRAMENTO, CA 95864 | UNION SECURITY INSURANCE COMPANY | $2K | — | $2K | 12.34% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | UNION SECURITY INSURANCE COMPANY | $407 | — | $407 | 2.67% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 3636 AMERICAN RIVER DR. 2ND FL SACRAMENTO, CA 95864 | UDC DENTAL OF CALIFORNIA, INC. | $379 | — | $379 | 4.15% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA | 3697 MT. DIABLO BLVD. SUITE 100 LAFAYETTE, CA 94549 | UDC DENTAL OF CALIFORNIA, INC. | $38 | — | $38 | 0.42% |
| INTERWEST INSURANCE SERVICES, LLC3 Filed as: INTERWEST INSURANCE SERVICES LLC | 3636 AMERICAN RIVER DR. 2ND FL SACRAMENTO, CA 95864 | UNITED DENTAL CARE OF TEXAS, INC. | $94 | — | $94 | 4.13% |
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 | 277 | 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) | 277 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 256 | $2.5M |
| Dental(3 contracts, 3 carriers) | UNION SECURITY INSURANCE COMPANY | 162 | $161K |
| Vision | VISION SERVICE PLAN | 140 | $28K |
| Life insurance | UNION SECURITY INSURANCE COMPANY | 87 | $33K |
| Short-term disability | UNION SECURITY INSURANCE COMPANY | 72 | $19K |
| Long-term disability | UNION SECURITY INSURANCE COMPANY | 60 | $15K |
| Other | UNION SECURITY INSURANCE COMPANY | 87 | $33K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 256 | — |
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.