| 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 | $51K | $1K | $52K | 3.73% |
| FILICE INSURANCE AGENCY3 | 738 N. FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | PREMIER ACCESS INSURANCE COMPANY | $14K | — | $14K | 10.21% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $408 | — | $408 | 20.91% |
| MATTUNTS INS AGCY INC3 | 555 W COLORADO GLENDALE, CA 91204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $16 | — | $16 | 0.82% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $397 | — | $397 | 22.18% |
| MATTUNTS INS AGCY INC3 | 555 W COLORADO GLENDALE, CA 91204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $56 | — | $56 | 3.13% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $256 | — | $256 | 25.05% |
| NGUYEN LEANNE VO3 | 9529 BOLSA AVE WESTMINSTER, CA 92683 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $99 | — | $99 | 11.53% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $95 | — | $95 | 11.06% |
| MATTUNTS INS AGCY INC3 | 555 W COLORADO GLENDALE, CA 91204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $53 | — | $53 | 6.17% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $186 | — | $186 | 24.97% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $86 | — | $86 | 15.28% |
| MATTUNT INS AGCY INC3 | 555 W COLORADO GLENDALE, CA 91204 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $68 | — | $68 | 12.08% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $125 | — | $125 | 24.90% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $70 | — | $70 | 25.09% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $54 | — | $54 | 24.88% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 738 NORTH FIRST STREET SAN JOSE, CA 95112 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $54 | — | $54 | 24.88% |
| 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 | 231 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 231 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 203 | $1.4M |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 269 | $139K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 46 | $4K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 203 | $1.4M |
| Other(11 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 11 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 269 | — |
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.