| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET SUITE 2400 SAN FRANCISCO, CA 94104 | KAISER FOUNDATION HEALTH PLAN INC | $42K | — | $42K | 2.24% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | BLUE CROSS OF CALIFORNIA | $46K | $8K | $55K | 3.03% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94520 | DELTA DENTAL OF CALIFORNIA | $10K | $43K | $52K | 20.16% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | — | $11K | 9.22% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 9.14% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET SUITE 2400 SAN FRANCISCO, CA 94104 | KAISER FOUNDATION HEALTH PLAN INC | $1K | — | $1K | 2.93% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94520 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $124 | $6K | 12.87% |
| VERUS INSURANCE SERVICES, LLC3 Filed as: VERUS INSURANCE SERVICES | 6085 DOUGLAS BLVD SUITE 400 GRANITE BAY, CA 95746 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $276 | — | $276 | 0.63% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $17 | — | $17 | 0.04% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 91189 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6 | — | $6 | 0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 91189 | VISION SERVICE PLAN | $2K | — | $2K | 3.92% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | DELTA DENTAL OF CALIFORNIA | $4K | — | $4K | 10.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94520 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $95 | $3K | 7.43% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 3350 RIVERWOOD PARKWAY SUITE 80 ATLANTA, GA 30339 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $688 | — | $688 | 1.95% |
| VERUS INSURANCE SERVICES, LLC3 Filed as: VERUS INSURANCE SERVICES | 6085 DOUGLAS BLVD SUITE 400 GRANITE BAY, CA 95746 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $319 | — | $319 | 0.90% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 91189 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $267 | — | $267 | 0.76% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 9.26% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 123 MISSION ST 26TH FLOOR SAN FRANCISCO, CA 94105 | MANAGED HEALTH NETWORK | $860 | — | $860 | 5.00% |
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 | 912 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 916 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 247 | $3.7M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 651 | $297K |
| Vision | VISION SERVICE PLAN | 407 | $43K |
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 912 | $159K |
| Short-term disability | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 117 | $35K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 706 | $55K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 247 | $1.9M |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 666 | $84K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 912 | — |
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.