| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNER INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN, INC. | $15K | — | $15K | 1.71% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INS SERVICES LLC | 2800 W MARCH LN STE 100 STOCKTON, CA 952198220 | SUTTER HEALTH PLAN | $23K | — | $23K | 3.45% |
| EPIC3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | SUTTER HEALTH PLAN | $10K | — | $10K | 1.55% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS | 115 NORTH EL MOLINO AVENUE PASADENA, CA 91189 | UNITED CONCORDIA INSURANCE COMPANY | $15K | $748 | $16K | 10.63% |
| USI INSURANCE SERVICES LLC3 | 601 UNION STREET SEATTLE, WA 98101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 4.24% |
| BRITTANY LLOYD3 | 6234 KINGS PEAK DR EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $551 | $239 | $790 | 3.35% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING COMPANY | 601 UNION STREET SEATTLE, WA 98101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $591 | — | $591 | 2.51% |
| CASEY JAMES KUGLER3 | 21068 VALLEY CIR ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $108 | $286 | $394 | 1.67% |
| STEPHANIE NOELLE KUGLER3 | 21068 VALLEY CIR ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $234 | $39 | $273 | 1.16% |
| SALVADOR HEREDIA3 | 700 EL CAMINITO LIVERMORE, CA 94550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $241 | $20 | $261 | 1.11% |
| BRIAN ROBERT LLOYD3 | 6234 KINGS PEAK DR EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $102 | $80 | $182 | 0.77% |
| PAMELA KAY LONG3 | 200 S LEXINGTON DR APT 615 FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $145 | $8 | $153 | 0.65% |
| ALICIA FRANKLIN3 | 5799 ESTATES DR OAKLAND, CA 94618 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | — | $43 | 0.18% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVE SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.10% |
| CYNTHIA IWASYK3 | 4419 CORKWOOD CT CONCORD, CA 94521 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $4 | $15 | 0.06% |
| BRUCE NAM NGUYEN3 | 207 PEPPERMINT TREE TER UNIT 9 SUNNYVALE, CA 94086 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 10877 WHITE ROCK RD RANCHO CORDOVA, CA 95670 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.03% |
| DANIEL J BAZIS3 | 9218 S 168TH AVE CIR OMAHA, NE 68136 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| IWASYK INSURANCE SERVICES, LLC3 Filed as: IWASYK INSURANCE SERVICES | 4419 CORKWOOD CT CONCORD, CA 94521 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $3 | $5 | 0.02% |
| BRITTANY LLOYD3 | 6234 KINGS PEAK DR EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $693 | $502 | $1K | 6.43% |
| MARGARITA ALEJANDRA RAMIREZ3 | 1356 CALLE COLNETT SAN MARCOS, CA 92069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $409 | $106 | $515 | 2.77% |
| USI INSURANCE SERVICES LLC3 | 601 UNION STREET SEATTLE, WA 98101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $413 | — | $413 | 2.22% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING COMPANY | 601 UNION STREET SEATTLE, WA 98101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $409 | — | $409 | 2.20% |
| BRIAN ROBERT LLOYD3 | 6234 KINGS PEAK DR EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $132 | $244 | $376 | 2.02% |
| STEPHANIE NOELLE KUGLER3 | 21068 VALLEY CIR ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $240 | $73 | $313 | 1.68% |
| CASEY JAMES KUGLER3 | 21068 VALLEY CIR ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | $211 | $281 | 1.51% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 10877 WHITE ROCK RD RANCHO CORDOVA, CA 95670 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $274 | — | $274 | 1.47% |
| LYSA MILLAR AYRES3 | 432 HUGO ST SAN FRANCISCO, CA 94122 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $112 | $6 | $118 | 0.63% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVE SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $39 | — | $39 | 0.21% |
| PAMELA KAY LONG3 | 200 S LEXINGTON DR APT 615 FOLSOM, CA 95630 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | — | $35 | 0.19% |
| WENDY SUE GERSHOW3 | 3217 STAR AVE OAKLAND, CA 94619 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | — | $25 | 0.13% |
| JAN HEJRET3 | 644 N 17TH ST SAN JOSE, CA 95112 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $15 | $23 | 0.12% |
| MANDEEP TEJA3 | 1548 SAINT FRANCIS DR SAN JOSE, CA 95125 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $6 | $14 | 0.08% |
| DANIEL J BAZIS3 | 9218 S 168TH AVE CIR OMAHA, NE 680226136 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | — | $8 | 0.04% |
| SALVADOR HEREDIA3 | 700 EL CAMINITO LIVERMORE, CA 94550 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.03% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 9.42% |
| BRITTANY LLOYD3 | 6234 KINGS PEAK DR EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $196 | $124 | $320 | 2.70% |
| USI INSURANCE SERVICES LLC3 Filed as: KIBBLE & PRENTICE HOLDING COMPANY | 601 UNION STREET SEATTLE, WA 98101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $220 | — | $220 | 1.85% |
| STEPHANIE NOELLE KUGLER3 | 21068 VALLEY CIR ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $134 | $16 | $150 | 1.26% |
| USI INSURANCE SERVICES LLC3 | 601 UNION STREET SEATTLE, WA 98101 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $139 | — | $139 | 1.17% |
| MARGARITA ALEJANDRA RAMIREZ3 | 1356 CALLE COLNETT SAN MARCOS, CA 92069 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | $32 | $139 | 1.17% |
| BRIAN ROBERT LLOYD3 | 6234 KINGS PEAK DR EL DORADO HILLS, CA 95762 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $62 | $114 | 0.96% |
| CASEY JAMES KUGLER3 | 21068 VALLEY CIR ELKHORN, NE 68022 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $45 | $78 | 0.66% |
| DEBORAH LYNN WELLS3 | 5809 MARK TWAIN AVE SACRAMENTO, CA 95820 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.52% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 10877 WHITE ROCK RD RANCHO CORDOVA, CA 95670 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | — | $62 | 0.52% |
| DANIEL J BAZIS3 | 9218 S 168TH AVE CIR OMAHA, NE 68136 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 0.17% |
| WENDY SUE GERSHOW3 | 3217 STAR AVE OAKLAND, CA 94619 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.13% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 5668 CONCORD, CA 94524 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 12.30% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $146 | $146 | 1.46% |
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 | 238 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 238 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 104 | $1.6M |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 237 | $149K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 162 | $14K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 238 | $10K |
| Short-term disability(5 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 20 | $54K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 104 | $1.6M |
| Other(6 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 238 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 238 | — |
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.