| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | BLUE CROSS OF CALIFORNIA | $154K | $12K | $166K | 3.82% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN INC. | $87K | — | $87K | 4.98% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $17K | $1K | $18K | 3.82% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS SVCS LLC | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | SUN LIFE ASSURANCE COMPANY OF CANADA | $30K | — | $30K | 6.91% |
| STEVE BAKER4 | 153 ESTHER DRIVE COCOA BEACH, FL 32931 | PRE-PAID LEGAL SERVICES INC | $2K | — | $2K | 15.77% |
| ACRISURE LLC4 Filed as: SULLIVAN CURTIS MONROE INSURANCE | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | PRE-PAID LEGAL SERVICES INC | $180 | — | $180 | 1.51% |
| MARK MCDONALD4 | 1685 ORO VISTA RD APT 173 SAN DIEGO, CA 92154 | PRE-PAID LEGAL SERVICES INC | $128 | — | $128 | 1.07% |
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 | 440 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 447 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 543 | $6.1M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 828 | $468K |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 828 | $468K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 440 | $441K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 440 | $441K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 440 | $441K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 543 | $6.1M |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 440 | $453K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 828 | — |
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.