| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | KAISER FOUNDATION HEALTH PLAN, INC. | $39K | $2 | $39K | 2.04% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE AGENCY - MORAGA | 1150 MORAGA WAY MORAGA, CA 94556 | SUTTER HEALTH PLAN | $17K | — | $17K | 4.00% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 1150 MORAGA WAY MORAGA, CA 94556 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | — | $14K | 10.04% |
| BENEFITS MATCHMAKING LLC3 | 23716 BIRTCHER DR LAKE FOREST, CA 92630 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $639 | $5K | 3.55% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR URBANDALE, IA 50323 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 1.94% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES, LLC | 900 E. HAMILTON AVE CAMPBELL, CA 95008 | VISION SERVICE PLAN | $1K | — | $1K | 5.01% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $672 | $2K | 14.30% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $839 | $404 | $1K | 14.82% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $488 | $2K | 20.83% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 1150 MORAGA WAY MORAGA, CA 94556 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $499 | — | $499 | 10.36% |
| BENEFITS MATCHMAKING LLC3 | 23716 BIRTCHER DR LAKE FOREST, CA 92630 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $164 | — | $164 | 3.41% |
| GROUP BENEFITS LTD3 | 12006 RIDGEMONT DR URBANDALE, IA 50323 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $85 | — | $85 | 1.76% |
| BENEFITS MATCHMAKING LLC3 | 23716 BIRTCHER DR LAKE FOREST, CA 92630 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $62 | $62 | 1.29% |
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 | 303 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 304 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 192 | $2.4M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 303 | $140K |
| Vision | VISION SERVICE PLAN | 118 | $21K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 167 | $24K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 34 | $8K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 192 | $2.4M |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 167 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 303 | — |
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.