| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | KAISER FOUNDATION HEALTH PLAN INC | $56K | $7 | $56K | 3.99% |
| FILICE INSURANCE AGENCY3 | 738 N. FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | PREMIER ACCESS INSURANCE COMPANY | $17K | — | $17K | 9.97% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $424 | — | $424 | 24.21% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $354 | — | $354 | 22.07% |
| MATTUNTS INS AGCY INC3 | 555 W COLORADO GLENDALE, CA 91204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $37 | — | $37 | 2.31% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $302 | — | $302 | 23.95% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $216 | — | $216 | 23.48% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $159 | — | $159 | 25.00% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $70 | — | $70 | 13.16% |
| MATTUNT INS AGCY INC3 | 555 W COLORADO GLENDALE, CA 91204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $48 | — | $48 | 9.02% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $78 | — | $78 | 14.77% |
| MATTUNTS INS AGCY INC3 | 555 W COLORADO GLENDALE, CA 91204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $34 | — | $34 | 6.44% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $87 | — | $87 | 25.07% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $78 | — | $78 | 25.16% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $47 | — | $47 | 25.27% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $47 | — | $47 | 25.27% |
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) | KAISER FOUNDATION HEALTH PLAN INC | 222 | $1.4M |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 307 | $166K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 44 | $4K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 222 | $1.4M |
| Other(11 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 8 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 307 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.