| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC. | 2300 CONTRA COSTA BLVD., SUITE 375 PLEASANT HILL, CA 94523 | PRINCIPAL LIFE INSURANCE COMPANY | $52K | $10K | $62K | 5.46% |
| GARRY LYNN JOHNSON3 | 3850 E BASELINE ROAD, SUITE 121 MESA, AZ 85206 | PRINCIPAL LIFE INSURANCE COMPANY | $41K | — | $41K | 3.61% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 743376 LOS ANGELES, CA 90074 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $26K | — | $26K | 7.49% |
| AGIS NETWORK INC3 Filed as: AGIS NETWORK INC. | 2122 KRATKY ROAD ST. LOUIS, MO 63114 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $26K | — | $26K | 7.49% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 743376 LOS ANGELES, CA 90074 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $37K | $281 | $38K | 17.78% |
| INTEGRO INSURANCE BROKERS3 | 3620 BIRCH STREET NEWPORT BEACH, CA 92660 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 4.57% |
| AMWINS5 | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | TRANSAMERICA LIFE INSURANCE CO. | $3K | — | $3K | 18.60% |
| WEB TPA5 | 8500 FREEPORT PKWY. SOUTH IRVING, TX 75063 | TRANSAMERICA LIFE INSURANCE CO. | $504 | — | $504 | 3.09% |
| INTEGRO INSURANCE BROKERS3 | P.O. BOX 743376 LOS ANGELES, CA 90074 | TRANSAMERICA LIFE INSURANCE CO. | $483 | — | $483 | 2.96% |
| AMWINS5 | 50 WHITECAP DRIVE NORTH KINGSTOWN, RI 02852 | ENVISION INSURANCE COMPANY | $803 | — | $803 | 5.42% |
| INTEGRO INSURANCE BROKERS5 | P.O. BOX 743376 LOS ANGELES, CA 90074 | ENVISION INSURANCE COMPANY | $483 | — | $483 | 3.26% |
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 | 2,003 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,018 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TRANSAMERICA LIFE INSURANCE CO. | 6 | $16K |
| Vision | VISION SERVICE PLAN | 1,701 | $255K |
| Life insurance(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,003 | $3.0M |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 2,003 | $1.1M |
| Prescription drug | ENVISION INSURANCE COMPANY | 6 | $15K |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,998 | $431K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,003 | — |
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.