| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLD SUITE 100 LAFAYETTE, CA 945493769 | KAISER FOUNDATION HEALTH PLAN INC. | $94K | — | $94K | 2.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SRVS OF CA | 3697 MT DIABLO BLVD SUITE 100 LAFAYETTE, CA 945493769 | KAISER FOUNDATION HEALTH PLAN INC. | $173 | — | $173 | 0.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 945493769 | UNITEDHEALTHCARE INSURANCE COMPANY | $42K | — | $42K | 2.81% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SERVICES | 1002 MARK AVENUE CARPINTERIA, CA 930132965 | UNITEDHEALTHCARE INSURANCE COMPANY | -$31 | — | -$31 | -0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 945493769 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $50 | $7K | 2.72% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 0.90% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 926608891 | METROPOLITAN LIFE INSURANCE COMPANY | — | $105 | $105 | 0.04% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD SUITE 100 LAFAYETTE, CA 94549 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12K | — | $12K | 11.95% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD SUITE100 LAFAYETTE, CA 94549 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | — | $10K | 11.48% |
| EDGWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 900517633 | EYEMED VISION CARE | $4K | — | $4K | 9.19% |
| EDGWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD SUITE 100 LAFAYETTE, CA 94549 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $820 | — | $820 | 9.46% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 945493769 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $114 | — | $114 | 2.61% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $38 | $38 | 0.87% |
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 | 415 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 415 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 327 | $4.6M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 560 | $247K |
| Vision | EYEMED VISION CARE | 451 | $39K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 485 | $87K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 403 | $98K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 327 | $4.6M |
| Other(2 contracts, 2 carriers) | TELUS HEALTH (US) LTD. | 485 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 560 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.