| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N 1ST ST, STE 202 SAN JOSE, CA 95112 | KAISER FOUNDATION HEALTH PLAN INC | $94K | $2K | $96K | 2.85% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N 1ST ST SAN JOSE, CA 95112 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | — | $9K | 2.87% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES INC | 738 N 1ST ST STE 202 SAN JOSE, CA 95112 | METROPOLITAN LIFE INSURANCE COMPANY | $13 | $105 | $118 | 0.04% |
| FILICE INSURANCE AGENCY3 | 738 N. FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | CHINESE COMMUNITY HEALTH PLAN | $15K | — | $15K | 5.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | DBA PROFESSIONAL ENROLLMENT 13750 SAN PEDRO AVE, STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $17 | $25K | 42.92% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N 1ST ST SAN JOSE, CA 95112 | METROPOLITAN LIFE INSURANCE COMPANY | $17K | — | $17K | 28.59% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N FIRST ST SAN JOSE, CA 95112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 10.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | DBA PROFESSIONAL ENROLLMENT 13750 SAN PEDRO AVE, STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $17 | $10K | 34.59% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N 1ST ST SAN JOSE, CA 95112 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | — | $7K | 23.02% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | DBA PROFESSIONAL ENROLLMENT 13750 SAN PEDRO AVE, STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $17 | $11K | 39.69% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICE LLC | 738 N 1ST ST SAN JOSE, CA 95112 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | — | $7K | 26.42% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N FIRST ST SAN JOSE, CA 95112 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N 1ST ST, STE 202 SAN JOSE, CA 95112 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $1K | — | $1K | 8.80% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES INC | 738 N 1ST ST SAN JOSE, CA 95112 | MESVISION | $539 | — | $539 | 5.00% |
| FILICE INSURANCE AGENCY3 Filed as: RON FILICE ENTERPRISES INC | 738 N FIRST ST SAN JOSE, CA 95112 | GERBER | $334 | — | $334 | 5.00% |
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 | 403 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 403 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 544 | $3.8M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 529 | $329K |
| Vision(3 contracts, 3 carriers) | VISION SERVICE PLAN | 133 | $37K |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 529 | $359K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 401 | $19K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 401 | $69K |
| Prescription drug | CHINESE COMMUNITY HEALTH PLAN | 53 | $296K |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 529 | $372K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 544 | — |
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.