| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | 750 B ST STE 2400 SAN DIEGO, CA 921012476 | KAISER FOUNDATION HEALTH PLAN, INC. | $90K | — | $90K | 2.95% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC | 3130 CROW CANYON PL STE 400 SAN RAMON, CA 945831140 | SUTTER HEALTH PLAN | $37K | — | $37K | 5.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 282896620 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | $3K | $25K | 10.57% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP-NATIONAL ACCOUNT SERVICES INC | 8777 N GAINEY CENTER DR STE 260 SCOTTSDALE, AZ 852582117 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $60 | $11K | 4.73% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $1K | — | $1K | 5.68% |
| MASOLI LEGACY LLC4 | 4319 BLENHEIM WAY CONCORD, CA 945214213 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $3K | — | $3K | 19.49% |
| LISA L BASS4 | 16973 BRIDGETON LN HUNTERSVILLE, NC 280784838 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $117 | — | $117 | 0.87% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 896620 CHARLOTTE, NC 282896620 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $1K | $117 | $1K | 10.05% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP-NATIONAL ACCOUNT SERVICES INC | 8777 N GAINEY CENTER DR STE 260 SCOTTSDALE, AZ 852582117 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $584 | — | $584 | 4.57% |
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 | 245 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 249 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 306 | $3.8M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 360 | $247K |
| Vision | VISION SERVICE PLAN | 121 | $19K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 360 | $234K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 360 | $234K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 306 | $3.8M |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 360 | $278K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 360 | — |
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.