| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 255 WIRELESS BOULEVARD, SUITE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $69K | $17 | $69K | 5.40% |
| NONSTOP ADMINISTRATION & INSURANCE3 Filed as: NONSTOP ADMIN. AND INS. SERVICES | 1800 SUTTER STREET, SUITE 730 CONCORD, CA 94520 | METROPOLITAN LIFE INSURANCE COMPANY | $49K | $0 | $49K | 3.85% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $167 | $2K | 0.12% |
| NONSTOP ADMINISTRATION & INSURANCE3 Filed as: NONSTOP ADMIN. AND INS. SERVICES | 1800 SUTTER STREET, SUITE 730 CONCORD, CA 94520 | SUN LIFE ASSURANCE COMPANY OF CANADA | $33K | $0 | $33K | 18.51% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 255 WIRELESS BOULEVARD, SUITE 200 HAUPPAUGE, NY 11788 | SUN LIFE ASSURANCE COMPANY OF CANADA | $10K | $4K | $14K | 7.65% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 1.26% |
| NONSTOP ADMINISTRATION & INSURANCE3 Filed as: NONSTOP ADMIN. AND INS. SERVICES | 1800 SUTTER STREET, SUITE 730 CONCORD, CA 94520 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $1K | $0 | $1K | 8.85% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROUP PLANS, INC. | 255 WIRELESS BOULEVARD, SUITE 200 HAUPPAUGE, NY 11788 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $759 | $0 | $759 | 5.14% |
| USI INSURANCE SERVICES LLC3 | PO BOX 66119 VIRGINIA BEACH, VA 23466 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $210 | $26 | $236 | 1.60% |
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 | 621 | 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) | 621 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,070 | $9.0M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,389 | $1.3M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 2,389 | $1.3M |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,389 | $1.5M |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 455 | $179K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,389 | $1.3M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,070 | $9.0M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,389 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,389 | — |
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.