| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 HAMILTON AVE STE 500 CAMPBELL, CA 95008 | KAISER FOUNDATION HEALTH PLAN INC | $37K | — | $37K | 3.99% |
| ACRISURE LLC3 Filed as: ACRISURE PARTNERS WEST COAST INSURA | 3155 OLSEN DR STE 400 SAN JOSE, CA 95117 | SUTTER HEALTH PLAN | $7K | — | $7K | 5.00% |
| FILICE INSURANCE AGENCY3 | 738 N. FIRST STREET, SUITE 202 SAN JOSE, CA 95112 | PREMIER ACCESS INSURANCE COMPANY | $11K | — | $11K | 9.22% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $430 | — | $430 | 22.49% |
| MATTUNTS INS AGCY INC3 | 401 S GLENOAKS 104 BURBANK, CA 91502 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.52% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $164 | — | $164 | 24.92% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $109 | — | $109 | 17.55% |
| NGUYEN LEANNE VO3 | 9529 BOLSA AVE WESTMINSTER, CA 92638 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 1.45% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $140 | — | $140 | 25.04% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $124 | — | $124 | 24.95% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $90 | — | $90 | 26.47% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $54 | — | $54 | 24.88% |
| FILICE INSURANCE AGENCY3 Filed as: FILICE INSURANCE SERVICES LLC | 900 E HAMILTON AVE STE 500 CAMPBELL, CA 95008 | 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 | 195 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 195 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 102 | $1.1M |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 153 | $121K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 37 | $3K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 102 | $1.1M |
| Other(8 contracts) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 7 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 153 | — |
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.