| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRUCE E. PRICE3 Filed as: BRUCE E PRICE | 7536 WALNUT ORCHARD WAY SANTA ROSA, CA 95409 | ANTHEM BLUE CROSS | $14K | — | $14K | 3.23% |
| AMWINS3 Filed as: LISI INC | 1600 W HILLSDALE BLVD SAN MATEO, CA 94403 | ANTHEM BLUE CROSS | — | $7K | $7K | 1.61% |
| BRUCE E. PRICE3 Filed as: BRUCE PRICE | 7536 WALNUT ORCH SANTA ROSA, CA 95409 | KAISER FOUNDATION HEALTH PLAN OF CALIFORNIA | $14K | — | $14K | 3.39% |
| BRUCE E. PRICE3 | 7536 WALNUT ORCH SANTA ROSA, CA 95409 | STANDARD INSURANCE COMPANY | $7K | — | $7K | 5.57% |
| BRUCE E. PRICE3 Filed as: BRUCE E PRICE | 7356 WALNUT ORCH SANTA ROSA, CA 95409 | STANDARD INSURANCE COMPANY | $4K | — | $4K | 4.65% |
| PRICE E. BRUCE3 | 7536 WALNUT ORCHARD WAY SANTA ROSA, CA 95409 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $2K | — | $2K | 2.74% |
| BRUCE E. PRICE3 Filed as: BRUCE E PRICE | 7536 WALNUT ORCH SANTA ROSA, CA 95409 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 8.02% |
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 | 112 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 20 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | ANTHEM BLUE CROSS | 64 | $905K |
| Life insurance | STANDARD INSURANCE COMPANY | 138 | $88K |
| Short-term disability | STANDARD INSURANCE COMPANY | 137 | $32K |
| Long-term disability | STANDARD INSURANCE COMPANY | 138 | $134K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 138 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.