| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SOLUTION SOURCE INS CONSULTING3 Filed as: SOLUTION SOURCE INSURANCE | 21520 YORBA LINDA BLVD ST G-492 YORBA LINDA, CA 92887 | HEALTH NET | $125K | — | $125K | 1.54% |
| RICHARD ANTHONY ARIAS III3 | PO BOX 1986 WEST COVINA, CA 91793 | HEALTH NET | $41K | — | $41K | 0.50% |
| RONALD J BATEMAN3 Filed as: RONALD J. BATEMAN | 1601 E OLYMPIC BLVD SUITE 312 LOS ANGELES, CA 900211942 | HEALTH NET | $25K | — | $25K | 0.31% |
| DAVID WAYNE SENFT3 | 8033 SUNSET BLVD SUITE 374 LOS ANGELES, CA 90046 | HEALTH NET | $12K | — | $12K | 0.15% |
| SOLUTION SOURCE INS CONSULTING3 | 21520 YORBA LINDA BLVD YORBA LINDA, CA 92887 | UNITED HEALTHCARE OF CALIFORNIA | $199K | — | $199K | 3.00% |
| RICHARD ANTHONY ARIAS III3 | PO BX 1986 WEST COVINA, CA 917931986 | UNITED HEALTHCARE OF CALIFORNIA | $66K | — | $66K | 1.00% |
| RONALD J BATEMAN3 Filed as: RONALD J. BATEMAN | 1601 EAST OLYMPIC BLVD SUITE 312 LOS ANGELES, CA 900211942 | VISION SERVICE PLAN | $6K | — | $6K | 3.00% |
| TEVIS INSURANCE SOLUTIONS3 Filed as: TEVIS INSURANCE SOLUTIONS, LLC | 970 RESERVE DR STE 200 ROSEVILLE, CA 95678 | KAISER FOUNDATION HEALTH PLANS INC | $9K | — | $9K | 4.50% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| RONALD J. BATEMAN GROUP, INC. EIN 95-4163460 EXEC. V.P. | Insurance agents and brokers; Accounting (including auditing) Service code 10 | 1601 E OLYMPIC BLVD 312 LOS ANGELES, CA 90021 | $0 |
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 | 1,843 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HEALTH NET | 870 | $15.0M |
| Dental | LIBERTY DENTAL PLAN OF CALIFORNIA, INC | 2,300 | $267K |
| Vision | VISION SERVICE PLAN | 1,380 | $206K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,300 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.