| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL ST NEWPORT BEACH, CA 92660 | AETNA | $339K | — | $339K | 4.75% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL ST NEWPORT BEACH, CA 92660 | AETNA | $52K | — | $52K | 4.63% |
| SOLUTION SOURCE INS CONSULTING3 | 21520 YORBA LINDA BLVD STE G -492 YORBA LINDA, CA 928873762 | KAISER FOUNDATION HEALTH PLANS INC | $22K | — | $22K | 2.84% |
| RONALD J BATEMAN3 Filed as: RONALD BATEMAN | 1601 E OLYMPIC BLVD SUITE 355 LOS ANGELES, CA 900211942 | KAISER FOUNDATION HEALTH PLANS INC | $15K | — | $15K | 1.89% |
| SOLUTION SOURCE INS CONSULTING3 Filed as: SOLUTION SOURCE INSURANCE | 21520 YORBA LINDA BLVD ST G-492 YORBA LINDA, CA 928873762 | KAISER FOUNDATION HEALTH PLANS INC | $12K | — | $12K | 3.83% |
| RONALD J BATEMAN3 | 1601 E OLYMPIC BLVD STE 355 LOS ANGELES, CA 900211942 | KAISER FOUNDATION HEALTH PLANS INC | $8K | — | $8K | 2.56% |
| RONALD J BATEMAN3 Filed as: RONALD J. BATEMAN, CPA | 2339 RIVER BOTTOM RDD SPRINGVILLE UT, UT 846633271 | UNITED CONCORDIA INSURANCE COMPANY | $13K | — | $13K | 9.32% |
| RONALD J BATEMAN3 Filed as: RONALD J BATEMAN CPA | 2339 RIVER BOTTOM RD SPRINGVILLE, UT 846633271 | VISION SERVICE PLAN | $3K | — | $3K | 3.02% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL ST SUITE 110 NEWPORT BEACH, CA 92660 | MUTUAL OF OMAHA INSURANCE COMPANY | $6K | $1K | $7K | 18.61% |
| 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 | 976 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 976 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | AETNA | 252 | $2.4M |
| Vision | VISION SERVICE PLAN | 606 | $95K |
| Life insurance | MUTUAL OF OMAHA INSURANCE COMPANY | 598 | $38K |
| Other | MUTUAL OF OMAHA INSURANCE COMPANY | 598 | $38K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,232 | — |
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.