| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS, SUITE 111 WESTLAKE VILLAGE, CA 91362 | KAISER FOUNDATION HEALTH PLAN, INC. | $62K | — | $62K | 3.59% |
| DIPRIMA INSURANCE SERVICES, INC.3 Filed as: DIPRIMA INSURANCE SERVICES INC | 31324 VIA COLINAS -STE 111 WESTLAKE VILLAGE, CA 91362 | SUTTER HEALTH PLAN | $49K | — | $49K | 6.00% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS-STE 111 WESTLAKE VILLAGE, CA 91362 | PRINCIPAL LIFE INSURANCE COMPANY | $33K | — | $33K | 10.04% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS-SUITE 111 WESTLAKE VILLAGE, CA 91362 | KAISER FOUNDATION HEALTH PLAN, INC. | $10K | — | $10K | 3.72% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $7K | — | $7K | 9.14% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 4.75% |
| DIPRIMA INSURANCE SERVICES, INC.3 Filed as: DIPRIMA INSURANCE SERVICES INC. | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 4.64% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 3.23% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 5.29% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.71% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 7.79% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.92% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | -$160 | — | -$160 | -0.44% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $920 | — | $920 | 4.86% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $166 | — | $166 | 0.88% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $615 | — | $615 | 4.52% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $131 | — | $131 | 0.96% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $571 | — | $571 | 5.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $129 | — | $129 | 1.13% |
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 | 337 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 340 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(11 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 283 | $3.1M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 552 | $334K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 552 | $334K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 552 | $334K |
| Short-term disability(8 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 48 | $295K |
| Long-term disability(8 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 48 | $295K |
| Prescription drug | SUTTER HEALTH PLAN | 170 | $816K |
| Other(9 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 552 | $628K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 552 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.