| 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. | $54K | — | $54K | 3.57% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS-STE 111 WESTLAKE VILLAGE, CA 91362 | PRINCIPAL LIFE INSURANCE COMPANY | $29K | — | $29K | 10.13% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS-SUITE 111 WESTLAKE VILLAGE, CA 91362 | KAISER FOUNDATION HEALTH PLAN, INC. | $6K | — | $6K | 3.45% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $4K | — | $4K | 4.58% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 2.71% |
| 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 | 4.67% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $3K | — | $3K | 4.25% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 3.42% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $2K | — | $2K | 4.75% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $1K | — | $1K | 2.80% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $5K | — | $5K | 20.96% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $151 | — | $151 | 0.58% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $853 | — | $853 | 5.29% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $788 | — | $788 | 4.89% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $577 | — | $577 | 4.46% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $229 | — | $229 | 1.77% |
| DIPRIMA INSURANCE SERVICES, INC.3 | 31324 VIA COLINAS - #111 WESTLAKE VILLAGE, CA 91362 | AMERICAN FIDELITY ASSURANCE COMPANY | $529 | — | $529 | 5.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY | $275 | — | $275 | 2.60% |
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 | 277 | 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) | 280 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 275 | $2.0M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 495 | $287K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 495 | $287K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 495 | $287K |
| Short-term disability(8 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 36 | $289K |
| Long-term disability(8 contracts) | AMERICAN FIDELITY ASSURANCE COMPANY | 36 | $289K |
| Other(9 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 495 | $576K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 495 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.