| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 750 B STREET SUITE 2400 SAN DIEGO, CA 921012476 | KAISER FOUNDATION HEALTH PLAN, INC. | $68K | — | $68K | 2.97% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 750 B STREET SUITE 2400 SAN DIEGO, CA 92101 | BLUE CROSS OF CALIFORNIA | $79K | — | $79K | 5.41% |
| AMWINS3 Filed as: LISI,INC. | 1600 W HILLSDALE BLVD. SAN MATEO, CA 94402 | BLUE CROSS OF CALIFORNIA | — | $15K | $15K | 1.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | BLUE CROSS OF CALIFORNIA | -$6K | — | -$6K | -0.40% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 2400 E KATELLA AVENUE SUITE 1100 ANAHEIM, CA 928065980 | PRINCIPAL LIFE INSURANCE COMPANY | $12K | — | $12K | 3.27% |
| BB&T BARGER INSURANCE NETWORK3 | 414 GALLIMORE DAIRY ROAD SUITE F GREENSBORO, NC 274099693 | PRINCIPAL LIFE INSURANCE COMPANY | — | $2K | $2K | 0.62% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 750 B STREET SUITE 2400 SAN DIEGO, CA 92101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 4.28% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 750 B STREET SUITE 2400 SAN DIEGO, CA 921012476 | VISION SERVICE PLAN | $2K | — | $2K | 3.82% |
| BB&T INSURANCE SERVICES, INC.3 Filed as: BB&T INSURANCE SERVICES OF CA, INC. | 750 B STREET SUITE 2400 SAN DIEGO, CA 921012476 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 10.33% |
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 | 385 | 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) | 385 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 383 | $3.8M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 641 | $361K |
| Vision | VISION SERVICE PLAN | 331 | $47K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 641 | $439K |
| Long-term disability(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 641 | $399K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 383 | $3.8M |
| Other(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 379 | $94K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 641 | — |
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.