| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 N 1ST STREET SUITE 202 SAN JOSE, CA 95112 | KAISER FOUNDATION HEALTH PLAN INC | $30K | — | $30K | 2.62% |
| VITA INSURANCE ASSOCIATES, INC.3 Filed as: VITA INSURANCE ASSOCIATES INC. | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | KAISER FOUNDATION HEALTH PLAN INC | $15K | $29 | $15K | 1.27% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE AGENCY - MORAGA | 1150 MORAGA WAY MORAGA, CA 94556 | SUTTER HEALTH PLAN | $8K | — | $8K | 2.83% |
| VITA INSURANCE ASSOCIATES, INC.3 Filed as: VITA INSURANCE ASSOCIATES INC. | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | SUTTER HEALTH PLAN | $6K | — | $6K | 2.15% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD SUITE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $2K | $12K | 4.16% |
| VITA INSURANCE ASSOCIATES, INC.3 Filed as: VITA INSURANCE ASSOCIATES INC | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | — | $8K | 2.63% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 1350 TREAT BLVD SUITE 100 WALNUT CREEK, CA 94597 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $41 | $6K | 2.21% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 1150 MORAGA WAY MORAGA, CA 94556 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $554 | $6K | 2.11% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $10K | — | $10K | 10.48% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE SUITE 500 CAMPBELL, CA 95008 | TRANSAMERICA LIFE INSURANCE COMPANY | $8K | — | $8K | 7.76% |
| VITA INSURANCE ASSOCIATES, INC.3 Filed as: VITA INSURANCE ASSOCIATES INC | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | TRANSAMERICA LIFE INSURANCE COMPANY | $444 | — | $444 | 0.45% |
| PROFESSIONAL GROUP PLANS INC3 Filed as: PROFESSIONAL GROP PLANS INC | 225 WIRELESS BLVD SUITE 200 HAUPPAUGE, NY 11788 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $827 | $212 | $1K | 4.75% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 1350 TREAT BLVD SUITE 100 WALNUT CREEK, CA 94597 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $447 | — | $447 | 2.04% |
| VITA INSURANCE ASSOCIATES, INC.3 Filed as: VITA INSURANCE ASSOCIATES INC | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $433 | — | $433 | 1.98% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 1150 MORAGA WAY MORAGA, CA 94556 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $318 | — | $318 | 1.45% |
| VITA INSURANCE ASSOCIATES, INC.3 Filed as: VITA INSURANCE ASSOCIATES INC. | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | VISION SERVICE PLAN | $893 | — | $893 | 4.21% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 900 E. HAMILTON AVE CAMPBELL, CA 95008 | VISION SERVICE PLAN | $548 | — | $548 | 2.58% |
| VITA INSURANCE ASSOCIATES, INC.3 Filed as: VITA INSURANCE ASSOCIATES INC | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 6.19% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE SUITE 500 CAMPBELL, CA 95008 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 5.89% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD SUITE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $673 | $367 | $1K | 5.83% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 1150 MORAGA WAY MORAGA, CA 94556 | METROPOLITAN LIFE INSURANCE COMPANY | $536 | $105 | $641 | 3.59% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE SUITE 500 CAMPBELL, CA 95008 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 8.62% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD SUITE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $614 | $384 | $998 | 7.77% |
| VITA INSURANCE ASSOCIATES, INC.3 Filed as: VITA INSURANCE ASSOCIATES INC | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | METROPOLITAN LIFE INSURANCE COMPANY | $849 | — | $849 | 6.61% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 1150 MORAGA WAY MORAGA, CA 94556 | METROPOLITAN LIFE INSURANCE COMPANY | $499 | $111 | $610 | 4.75% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE SUITE 500 CAMPBELL, CA 95008 | METROPOLITAN LIFE INSURANCE COMPANY | $950 | — | $950 | 7.96% |
| VITA INSURANCE ASSOCIATES, INC.3 Filed as: VITA INSURANCE ASSOCIATES INC | 1451 GRANT ROAD SUITE 200 MOUNTAIN VIEW, CA 94040 | METROPOLITAN LIFE INSURANCE COMPANY | $932 | — | $932 | 7.81% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD SUITE 200 HAUPPAUGE, NY 11788 | METROPOLITAN LIFE INSURANCE COMPANY | $569 | $337 | $906 | 7.59% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 1150 MORAGA WAY MORAGA, CA 94556 | METROPOLITAN LIFE INSURANCE COMPANY | $396 | $95 | $491 | 4.12% |
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 | 247 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 11 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 259 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 171 | $1.6M |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 271 | $407K |
| Vision(2 contracts, 2 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 159 | $121K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 271 | $286K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 271 | $286K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 171 | $1.5M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 271 | $385K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 271 | — |
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.