| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 750 B STREET SUITE 2400 SAN DIEGO, CA 921012476 | KAISER FOUNDATION HEALTH PLAN INC. | $162K | — | $162K | 3.65% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 282896620 | NATIONAL HEALTH INSURANCE COMPANY & WESTERN HEALTH ADVANTAGE | $127K | — | $127K | 4.00% |
| BB&T LIBERTY BENEFIT INS SVS3 Filed as: BB&T LIBERTY BENEFIT INSURANCE SERV | 5446 THORNWOOD DRIVE SUITE 200 SAN JOSE, CA 951231224 | SUTTER HEALTH PLAN | $76K | — | $76K | 4.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 750 B STREET SUITE 2400 SAN DIEGO, CA 92101 | DELTA DENTAL OF CALIFORNIA | $53K | — | $53K | 8.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 31128 RALEIGH, NC 27622 | WESTERN HEALTH ADVANTAGE | $16K | — | $16K | 4.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DRIVE SUITE 1800 GREENSBORO, NC 27409 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | $5K | $15K | 11.87% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 282896620 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 4.04% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 7701 AIRPORT CENTER DRIVE SUITE 1800 GREENSBORO, NC 27409 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $3K | $11K | 11.84% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 282896620 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 4.05% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $7K | — | $7K | 9.97% |
| HOLLERN & ASSOCIATES INCORPORATED3 | 3171 PINERO COURT SPARKS, NV 89436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 2.51% |
| WAYNE RIMMER3 Filed as: WAYNE P SMITH | 402 WEST LOCKHART LANE MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.16% |
| PAMELA KAY LONG3 | 200 S. LEXINGTON DRIVE FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $93 | $1K | 2.07% |
| ALETHA PARICH3 | 7828 INKSTER WAY SACRAMENTO, CA 95829 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $363 | — | $363 | 0.60% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 750 B STREET SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $347 | — | $347 | 0.57% |
| DARRYL W VIDOR3 | 3314 EUROPA STREET ROSEVILLE, CA 95661 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | $3 | $85 | 0.14% |
| ONE SOURCE ADVISORS INC3 Filed as: ONE SOURCE ADVISORS LLC | 1151 SOUZA WAY FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | — | $82 | 0.14% |
| RICHARD G MCGOWAN3 Filed as: RICHARD E HEMMERLING | 2301 FALLING WATER CT SANTA CLARA, CA 95054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $78 | — | $78 | 0.13% |
| G SCOTT COOKE3 Filed as: SCOTT ALLEN BEER | 8385 N RAISINA AVE FRESNO, CA 93720 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $72 | — | $72 | 0.12% |
| SCOTT E BOORE3 | 8 STONEHAVEN CT NOVATO, CA 94947 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | — | $27 | 0.04% |
| WILLIAM WAYNE STIGILE3 | 514 GRINDSTONE WOODBRIDGE, CA 95258 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.03% |
| LISA M KELLEY3 | 2649 GLEN COURT VALLEY SPRINGS, CA 95252 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.02% |
| GREGORY L GOLIN3 | 5822 CHARLOTTE DR SAN JOSE, CA 95123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 0.02% |
| OMEGA FINANCIAL AND INSURANCE SOLUT3 | 4663 CREEPING FIG CT LAS VEGAS, NV 89129 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.02% |
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 | 509 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 10 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 520 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 592 | $9.9M |
| Dental | DELTA DENTAL OF CALIFORNIA | 1,179 | $666K |
| Vision | VISION SERVICE PLAN | 501 | $69K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 499 | $130K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 499 | $89K |
| Prescription drug | SUTTER HEALTH PLAN | 264 | $1.9M |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 499 | $280K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,179 | — |
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.