| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SRVS OF CA | 3697 MT DIABLO BLVD SUITE 100 LAFAYETTE, CA 94549 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $98K | — | $98K | 3.29% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS AGY OF VA INC | 11220 ASSET LOOP SUITE 104 MANASSAS, VA 20109 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | $6K | $6K | 0.20% |
| BEERE & PURVES INC3 | 500 YGNACIO VALLEY RD SUITE 450 WALNUT CREEK, CA 94596 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | $2K | $2K | 0.06% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 945493769 | KAISER FOUNDATION HEALTH PLAN INC | $47K | $44 | $47K | 2.55% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SRVCS OF CA | PO BOX 743055 LOS ANGELES, CA 900743055 | MANAGED HEALTH NETWORK | $495 | — | $495 | 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 | 432 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 432 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 648 | $4.8M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 648 | $3.0M |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 648 | $3.0M |
| Life insurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 648 | $3.0M |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 198 | $1.8M |
| Other | MANAGED HEALTH NETWORK | 449 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 648 | — |
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.