| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD, SUITE 100 AGOURA HILLS, CA 91301 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | — | $4K | 0.43% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | $9 | $4K | 0.43% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD, SUITE 100 AGOURA HILLS, CA 91301 | KAISER FOUNDATION GROUP, DBA KAISER PERMANENTE INS. CO. | $25K | — | $25K | 4.26% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD, SUITE 100 AGOURA HILLS, CA 91301 | TRANSAMERICA LIFE INSURANCE COMPANY | $24K | — | $24K | 30.63% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD, SUITE 100 AGOURA HILLS, CA 91301 | BLUE SHIELD OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANY | $2K | — | $2K | 4.41% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD, SUITE 100 AGOURA HILLS, CA 91301 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 15.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD, SUITE 100 AGOURA HILLS, CA 91301 | CENTENE CORP. GRP. DBA HEALTH NET LIFE INSURANCE COMPANY | $494 | — | $494 | 2.61% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD, SUITE 100 AGOURA HILLS, CA 91301 | EYEMED VISION CARE | $1K | — | $1K | 8.06% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | EYEMED VISION CARE | $234 | — | $234 | 1.54% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD, SUITE 100 AGOURA HILLS, CA 91301 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 17.81% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD, SUITE 800 CONCORD, CA 94520 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 9.19% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD, SUITE 100 AGOURA HILLS, CA 91301 | WESTERN HEALTH ADVANTAGE | $367 | — | $367 | 5.32% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD, SUITE 100 AGOURA HILLS, CA 91301 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $986 | — | $986 | 15.00% |
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 | 235 | 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) | 235 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 254 | $1.7M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 172 | $15K |
| Vision | EYEMED VISION CARE | 184 | $15K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 228 | $7K |
| Short-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 14 | $3K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 231 | $20K |
| Prescription drug(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 254 | $1.7M |
| Other(3 contracts, 2 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 716 | $105K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 716 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.