| 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 945493769 | KAISER FOUNDATION HEALTH PLAN INC. | $55K | — | $55K | 2.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLD SUITE 100 LAFAYETTE, CA 945493769 | KAISER FOUNDATION HEALTH PLAN INC. | $55K | $4 | $55K | 2.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 945493769 | UNITEDHEALTHCARE INSURANCE COMPANY | $33K | — | $33K | 2.96% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SERVICES | 1002 MARK AVENUE CARPINTERIA, CA 930132965 | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | — | $3K | 0.24% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSUANCE CENTER | 3697 MT DIABLO BLVD SUITE 100 LAFAYETTE, CA 945493769 | PRINCIPAL LIFE INSURANCE COMPANY | $11K | — | $11K | 4.99% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF VA | 11220 ASSETT LOOP SUITE 304 MANASSAS, VA 201097912 | PRINCIPAL LIFE INSURANCE COMPANY | — | $8K | $8K | 3.68% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF CA | 2 PARK PLZ SUITE 440 IRVING, CA 926142535 | PRINCIPAL LIFE INSURANCE COMPANY | $996 | — | $996 | 0.44% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD SUITE 100 LAFAYETTE, CA 94549 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $14K | — | $14K | 15.38% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD SUITE100 LAFAYETTE, CA 94549 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | — | $7K | 9.07% |
| EDGWOOD PARTNERS INSURANCE CENTER3 | P.O. BOX 511398 LOS ANGELES, CA 900517633 | EYEMED VISION CARE | $6K | — | $6K | 16.62% |
| EDGWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD SUITE 100 LAFAYETTE, CA 94549 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $443 | — | $443 | 5.61% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SVCS OF CA INC | 2 PARK PLAZA SUITE 440 IRVINE, CA 92614 | CALIFORNIA DENTAL NETWORK, INC. | $378 | — | $378 | 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 | 322 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 322 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 344 | $3.8M |
| Dental(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 454 | $233K |
| Vision | EYEMED VISION CARE | 344 | $36K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 395 | $78K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 322 | $89K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 344 | $3.8M |
| Other(2 contracts, 2 carriers) | TELUS HEALTH (US) LTD. | 395 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 454 | — |
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.