| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BARTHULI & ASSOCIATES INSURANCE3 Filed as: BARTHULI & ASSOCIATES INSURANCE SER | 5250 NORTH PALM AVENUE SUITE 403 FRESNO, CA 93727 | KAISER FOUNDATION HEALTH PLAN | $24K | — | $24K | 4.60% |
| BARTHULI & ASSOCIATES INSURANCE3 Filed as: BARTHULI & ASSOCIATES INSURANCE SER | 5250 NORTH PALM AVENUE SUITE 403 FRESNO, CA 93704 | PREMIER ACCESS INSURANCE COMPANY | $2K | — | $2K | 8.61% |
| AMWINS3 Filed as: AMWINS CONNECT INSURANCE SERVICES, | 2677 NORTH MAIN STREET SUITE 800 SANTA ANA, CA 92705 | PREMIER ACCESS INSURANCE COMPANY | $1K | — | $1K | 5.05% |
| BARTHULI & ASSOCIATES INSURANCE3 Filed as: BARTHULI & ASSOCIATES INSURANCE SER | 5250 NORTH PALM AVENUE SUITE 403 FRESNO, CA 93704 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 11.20% |
| BARTHULI & ASSOCIATES INSURANCE3 Filed as: BARTHULI & ASSOCIATES INSURANCE SER | — | GERBER | $526 | — | $526 | 12.01% |
| BARTHULI & ASSOCIATES INSURANCE3 Filed as: BARTHULI & ASSOCIATES INSURANCE SER | — | GERBER | $87 | — | $87 | 2.00% |
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 | 87 | 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) | 87 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN | 83 | $695K |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 44 | $20K |
| Vision(2 contracts) | GERBER | 36 | $9K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 120 | $15K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 120 | $15K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 120 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 120 | — |
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.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.