| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SOLUTION SOURCE INS CONSULTING3 | 21520 YORBA LINDA BLVD SUITE G-492 YORBA LINDA, CA 92887 | HEALTH NET | $135K | — | $135K | 1.66% |
| RICHARD ANTHONY ARIAS III3 | PO BX 1986 WEST COVINA, CA 917931986 | HEALTH NET | $40K | — | $40K | 0.50% |
| RONALD J BATEMAN3 Filed as: RONALD J. BATEMAN | 2339 RIVER BOTTOM RD SPRINGVILLE, UT 84663 | HEALTH NET | $26K | — | $26K | 0.32% |
| SOLUTION SOURCE INS CONSULTING3 | 21520 YORBA LINDA BLVD YORBA LINDA, CA 928873762 | UNITED HEALTHCARE OF CALIFORNIA | $171K | — | $171K | 3.00% |
| RICHARD ANTHONY ARIAS III3 | PO BOX 1986 WEST COVINA, CA 91793 | UNITED HEALTHCARE OF CALIFORNIA | $57K | — | $57K | 1.00% |
| SOLUTION SOURCE INS CONSULTING3 Filed as: SOLUTION SOURCE INSURANCE | 21520 YORBA LINDA BLVD ST G-492 YORBA LINDA, CA 92887 | KAISER FOUNDATION HEALTH PLANS INC | $8K | — | $8K | 2.17% |
| RONALD J BATEMAN3 Filed as: RONALD J. BATEMAN | 1601 E OLYMPIC BLVD SUITE 312 LOS ANGELES, CA 900211942 | KAISER FOUNDATION HEALTH PLANS INC | $5K | — | $5K | 1.44% |
| RONALD J BATEMAN3 | 2339 RIVER BOTTOM RD SPRINGVILLE, UT 84663 | UNITED CONCORDIA COMPANIES, INC. | $20K | — | $20K | 10.03% |
| RONALD J BATEMAN3 | 2339 RIVER BOTTOM RD SPRINGVILLE, UT 846633271 | VISION SERVICE PLAN | $6K | — | $6K | 3.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| RONALD J. BATEMAN GROUP, INC. EIN 95-4163460 EXEC. V.P. | Accounting (including auditing); Insurance agents and brokers 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 | 1,778 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,778 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HEALTH NET | 875 | $14.2M |
| Dental(2 contracts, 2 carriers) | LIBERTY DENTAL PLAN OF CALIFORNIA, INC | 2,403 | $492K |
| Vision | VISION SERVICE PLAN | 1,261 | $195K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,403 | — |
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.