| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | ANTHEM BLUE CROSS | $54K | — | $54K | 2.01% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 94549 | KAISER FOUNDATION HEALTH PLAN, INC. | $101K | — | $101K | 3.80% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2700 POST OAK BLVD 25 FLOOR HOUSTON, TX 77056 | PREMIER ACCESS INSURANCE COMPANY | $15K | — | $15K | 2.88% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | PREMIER ACCESS INSURANCE COMPANY | $24 | — | $24 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 14881 QUORUM DR DALLAS, TX 75254 | PREMIER ACCESS INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102158 PASADENA, CA 91189 | PREMIER ACCESS INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | PREMIER ACCESS INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BOULEVARD PENTHOUSE IRVINE, CA 92612 | PREMIER ACCESS INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | BLUE CROSS OF CALIFORNIA | $20K | — | $20K | 4.83% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 945493769 | KAISER FOUNDATION HEALTH PLAN, INC. | $19K | — | $19K | 4.97% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD SUITE 100 LAFAYETTE, CA 94549 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $17K | — | $17K | 10.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SRV OF CA | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 94549 | HUMANA INSURANCE COMPANY | $3K | — | $3K | 4.74% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS SERVICES INC | 300 N BEACH ST DAYTONA BEACH, FL 321143304 | HUMANA INSURANCE COMPANY | — | $528 | $528 | 0.86% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 945493769 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $50 | $2K | 8.20% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | METROPOLITAN LIFE INSURANCE COMPANY | — | $530 | $530 | 2.04% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $324 | $324 | 1.25% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 926608891 | METROPOLITAN LIFE INSURANCE COMPANY | — | $14 | $14 | 0.05% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 3697 MT DIABLO BLVD STE 100 LAFAYETTE, CA 945493769 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $849 | — | $849 | 10.32% |
| ENROLLEASE3 Filed as: ENROLLEASE INC | 7979 OLD GEORGETOWN RD STE 300 BETHESDA, MD 208142554 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $170 | $170 | 2.07% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $108 | $108 | 1.31% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | STANDARD INSURANCE COMPANY | $440 | $55 | $495 | 11.90% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | ANTHEM LIFE INSURANCE COMPANY | $30 | — | $30 | 2.65% |
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 | 886 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 886 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | ANTHEM BLUE CROSS | 426 | $6.2M |
| Dental(3 contracts, 3 carriers) | PREMIER ACCESS INSURANCE COMPANY | 903 | $542K |
| Vision(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 534 | $88K |
| Life insurance(3 contracts, 3 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 886 | $174K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 886 | $168K |
| Prescription drug(3 contracts, 2 carriers) | ANTHEM BLUE CROSS | 426 | $5.8M |
| Other | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 886 | $168K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 903 | — |
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.