| 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. | $61K | — | $61K | 3.43% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS-STE 111 WESTLAKE VILLAGE, CA 91362 | PRINCIPAL LIFE INSURANCE COMPANY | $25K | — | $25K | 10.01% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS-SUITE 111 WESTLAKE VILLAGE, CA 91362 | KAISER FOUNDATION HEALTH PLAN, INC. | $6K | — | $6K | 3.38% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 4.63% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 4.56% |
| DIPRIMA INSURANCE SERVICES, INC.3 Filed as: DIPRIMA INSURANCE SERVICES INC. | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.69% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 2.81% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.72% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.28% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 5.74% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 4.95% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $156 | — | $156 | 0.66% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $887 | — | $887 | 4.87% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $60 | — | $60 | 0.33% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $656 | — | $656 | 4.59% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $380 | — | $380 | 2.66% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $401 | — | $401 | 5.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $129 | — | $129 | 1.61% |
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 | 239 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 241 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 333 | $2.2M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 427 | $249K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 427 | $249K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 427 | $249K |
| Short-term disability(8 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 33 | $249K |
| Long-term disability(8 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 33 | $249K |
| Other(9 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 427 | $497K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 427 | — |
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.