| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL ST NEWPORT BEACH, CA 92660 | UNITED HEALTHCARE INSURANCE COMPANY | $237K | — | $237K | 3.91% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL ST SUITE 110 NEWPORT BEACH, CA 92660 | AETNA | — | $17K | $17K | 1.28% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL ST NEWPORT BEACH, CA 92660 | AETNA | $14K | — | $14K | 1.08% |
| SOLUTION SOURCE INS CONSULTING3 Filed as: SOLUTION SOURCE INSURANCE CONSULTIN | 21520 YORBA LINDA BLVD STE G-492 YORBA LINDA, CA 92887 | KAISER FOUNDATION HEALTH PLANS INC | $15K | — | $15K | 2.58% |
| RONALD J BATEMAN3 Filed as: RONALD BATEMAN | 1601 E OLYMPIC BLVD STE 355 LOS ANGELES, CA 90021 | KAISER FOUNDATION HEALTH PLANS INC | $10K | — | $10K | 1.72% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL STREET NEWPORT BEACH, CA 92660 | AETNA | $78K | — | $78K | 40.67% |
| RONALD J BATEMAN3 Filed as: RONALD J BATEMAN CPA | 2339 RIVER BOTTOM RD SPRINGVILLE, UT 846633271 | AETNA | — | — | $0 | 0.00% |
| RICHARD ANTHONY ARIAS III3 Filed as: RICHARD ARIAS | 648 S INMAN DR WEST COVINA, CA 91791 | SIMNSA | $6K | — | $6K | 4.00% |
| RONALD J BATEMAN3 | 1601 E OLYMPIC BLVD STE 355 LOS ANGELES, CA 900211942 | UNITED CONCORDIA INSURANCE COMPANY | $13K | — | $13K | 11.36% |
| PAUL STRAIN3 | 21520 YORBA LINDA BLVD SUITE G-49 YORBA LINDA, CA 92887 | LIBERTY DENTAL PLAN OF CALIFORNIA, INC | — | $5K | $5K | 5.00% |
| RONALD J BATEMAN3 Filed as: RONALD BATEMAN | 1601 E OLYMPIC BLVD SUITE 355 LOS ANGELES, CA 900211942 | VISION SERVICE PLAN | $3K | — | $3K | 3.03% |
| SOLUTION SOURCE INS CONSULTING3 | 21520 YORBA LINDA BLVD STE G -492 YORBA LINDA, CA 928873762 | VISION SERVICE PLAN | — | — | $0 | 0.00% |
| BENEFITS AMERICA INSURANCE3 | 1800 QUAIL ST STE 110 NEWPORT BEACH, CA 92660 | UNITED OF OMAHA INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| BENEFITS AMERICA INSURANCE3 | 1800 QUAIL ST STE 110 NEWPORT BEACH, CA 92660 | UNITED OF OMAHA INSURANCE COMPANY | — | $2K | $2K | 6.01% |
| SOLUTION SOURCE INS CONSULTING3 Filed as: SOLUTION SOURCE INSURANCE | 21520 YORBA LINDA BLVD ST G-492 YORBA LINDA, CA 928873762 | UNITED OF OMAHA INSURANCE COMPANY | — | — | $0 | 0.00% |
| PAUL STRAIN3 | 21520 YORBA LINDA BLVD SUITE G-49 YORBA LINDA, CA 92887 | LIBERTY DENTAL PLAN REINSURANCE CO | $983 | — | $983 | 4.62% |
| RONALD J BATEMAN3 Filed as: RONALD J. BATEMAN, CPA | 2339 RIVER BOTTOM RDD SPRINGVILLE UT, UT 846633271 | SIMNSA | — | — | $0 | — |
| 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 | 815 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 815 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLANS INC | 196 | $1.0M |
| Dental(2 contracts, 2 carriers) | LIBERTY DENTAL PLAN OF CALIFORNIA, INC | 580 | $111K |
| Vision | VISION SERVICE PLAN | 561 | $83K |
| Life insurance | UNITED OF OMAHA INSURANCE COMPANY | 527 | $32K |
| Other | UNITED OF OMAHA INSURANCE COMPANY | 527 | $32K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 877 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.