| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 950080667 | KAISER FOUNDATION HEALTH PLAN, INC. | $41K | — | $41K | 2.13% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN, INC. | $22K | — | $22K | 1.16% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 950080667 | UNITEDHEALTHCARE INSURANCE COMPANY | $30K | — | $30K | 3.33% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945297924 | UNITEDHEALTHCARE INSURANCE COMPANY | $15K | — | $15K | 1.67% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | $650 | $18K | 9.40% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 13.80% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 5.43% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSUANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 14.17% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 5.27% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 900 E. HAMILTON AVE CAMPBELL, CA 95008 | VISION SERVICE PLAN | $1K | — | $1K | 4.46% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5666 CONCORD, CA 94524 | VISION SERVICE PLAN | $574 | — | $574 | 2.33% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 14.99% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 225 NE MIZNER BLVD STE 675 BOCA RATON, FL 33432 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 4.84% |
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 | 238 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 238 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 218 | $2.8M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 383 | $187K |
| Vision | VISION SERVICE PLAN | 213 | $25K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 238 | $65K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 227 | $28K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 218 | $2.8M |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 238 | $65K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 383 | — |
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.