| 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. | $173K | — | $173K | 4.19% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 900 E HAMILTON AVENUE SUITE 350 CAMPBELL, CA 950080666 | SUTTER HEALTH PLAN | $91K | — | $91K | 4.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 282896620 | NATIONAL HEALTH INSURANCE COMPANY & WESTERN HEALTH ADVANTAGE | $34K | — | $34K | 4.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | P.O. BOX 896620 CHARLOTTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $55K | $6K | $61K | 9.79% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 31128 RALEIGH, NC 27622 | WESTERN HEALTH ADVANTAGE | $18K | — | $18K | 4.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 101 N CHERRY STREET SUITE 500 WINSTON SALEM, NC 27101 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $39K | — | $39K | 19.05% |
| IMG3 | 2960 NORTH MERIDIAN STREET SUITE 201 INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $86 | $86 | 0.04% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 3111 CAMINO DEL RIO NORTH SUITE 1100 SAN DIEGO, CA 92108 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| HOLLERN & ASSOCIATES INCORPORATED3 Filed as: HOLLERN & ASSOCIATES AND INS SOL | 3171 PINERO COURT SPARKS, NV 89436 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 6.93% |
| WAYNE RIMMER3 Filed as: WAYNE P SMITH | 402 WEST LOCKHART LANE MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 2.39% |
| ALETHA PARICH3 | 7828 INKSTER WAY SACREMENTO, CA 95829 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $361 | — | $361 | 0.61% |
| PAMELA KAY LONG3 | 200 S. LEXINGTON DRIVE FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $308 | — | $308 | 0.52% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 750 B STREET SAN DIEGO, CA 92101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $287 | — | $287 | 0.48% |
| TAMARA ANNE HINES3 | 2955 LAKESIDE RENO, NV 89509 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $140 | $11 | $151 | 0.25% |
| ARIANNA BISENTI MOSELEY3 | 14001 SUMMIT SIERRA BLVD RENO, NV 89511 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $140 | $2 | $142 | 0.24% |
| PROSESSION INC3 | 950 UNIVERSITY PARK LOOP N RENO, NV 89512 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | $44 | $141 | 0.24% |
| CORNER BEAR INC3 Filed as: CORNER BEAR INC. | 15904 KENNARD STREET HACIENDA HEIGHTS, CA 91745 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $76 | — | $76 | 0.13% |
| G SCOTT COOKE3 Filed as: SCOTT ALLEN BEER | 316 CROCKER STREET TEMPLETON, CA 93465 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 0.12% |
| RICHARD G MCGOWAN3 Filed as: RICHARD E HEMMERLING | 2301 FALLING WATER CT SANTA CLARA, CA 95054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $53 | — | $53 | 0.09% |
| SCOTT E BOORE3 | 1680 DELTA WIND LANE LINCOLN, CA 95648 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | — | $26 | 0.04% |
| GREGORY L GOLIN3 | 5822 CHARLOTTE DRIVE SAN JOSE, CA 95123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.02% |
| OMEGA FINANCIAL AND INSURANCE SOLUT3 | 4663 CREEPING FIG CT LAS VEGAS, NV 89129 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 0.02% |
| ONE SOURCE ADVISORS INC3 Filed as: ONE SOURCE ADVISORS LLC | 1151 SOUZA WAY FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| DARRYL W VIDOR3 | 3314 EUROPA STREET ROSEVILLE, CA 95661 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.01% |
| LISA M KELLEY3 | 2649 GLEN COURT VALLEY SPRINGS, CA 95252 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
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 | 530 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 11 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 551 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 586 | $7.7M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,192 | $623K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 556 | $66K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 564 | $203K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 564 | $203K |
| Prescription drug | SUTTER HEALTH PLAN | 314 | $2.3M |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 564 | $263K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,192 | — |
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.