| 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 95008 | KAISER FOUNDATION HEALTH PLAN INC | $119K | $5 | $119K | 4.73% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | WESTERN HEALTH ADVANTAGE | $41K | — | $41K | 4.93% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES | 738 N 1ST STREET SAN JOSE, CA 95112 | WESTERN HEALTH ADVANTAGE | $32K | — | $32K | 4.99% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 900 E HAMILTON AVE CAMPBELL, CA 95008 | AETNA LIFE INSURANCE CO. | $39K | — | $39K | 9.84% |
| FILICE INSURANCE AGENCY3 | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | SUTTER HEALTH PLAN | $17K | — | $17K | 5.00% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $2K | $8K | 13.46% |
| BENERATION LLC5 | 2124 RACE ST GROUND FLOOR PHILADELPHIA, PA 19103 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 5.41% |
| FMLASOURCE INC5 | 455 N CITYFRONT PLZ DR 13TH FLOOR CHICAGO, IL 60611 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $10K | $10K | 17.69% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $3K | $9K | 16.42% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 13.11% |
| BENERATION LLC5 | 2124 RACE ST GROUND FLOOR PHILADELPHIA, PA 19103 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 6.16% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $1K | $4K | 14.12% |
| BENERATION LLC5 | 2124 RACE ST GROUND FLOOR PHILADELPHIA, PA 19103 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $3K | $3K | 10.82% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $741 | $4K | 12.51% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $797 | $3K | 13.12% |
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 | 627 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 627 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 424 | $4.3M |
| Dental | AETNA LIFE INSURANCE CO. | 817 | $394K |
| Vision | AETNA LIFE INSURANCE CO. | 817 | $394K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 627 | $91K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 88 | $53K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 628 | $54K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 424 | $2.9M |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 627 | $146K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 817 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.