| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FOUNDATION RISK PARTNERS CORP3 | 11150 W OLYMPIC BLVD, STE 610 LOS ANGELES, CA 90064 | KAISER FOUNDATION HEALTH PLAN INC. | $18K | — | $18K | 3.14% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN INC. | $8K | — | $8K | 1.43% |
| FOUNDATION RISK PARTNERS CORP3 Filed as: FOUNDATION RISK PARTNERS CORP. | 301 E COLORADO BLVD., STE 205 PASADENA, CA 91101 | HEALTH NET | $9K | — | $9K | 2.84% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | HEALTH NET | $4K | — | $4K | 1.36% |
| FOUNDATION RISK PARTNERS CORP3 Filed as: FOUNDATION RISK PARTNERS | 11150 W OLYMPIC BLVD, STE 610 LOS ANGELES, CA 90064 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 6.78% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 3.22% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: WORD & BROWN INS ADMIN INC | 721 S PARKER ST., SUITE 300 ORANGE, CA 92868 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $759 | — | $759 | 1.36% |
| FOUNDATION RISK PARTNERS CORP3 Filed as: FOUNDATION RISK PARTNERS, CORP | 11150 W OLYMPIC BLVD, STE 610 LOS ANGELES, CA 90064 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1K | $487 | $2K | 9.73% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $751 | — | $751 | 4.09% |
| FOUNDATION RISK PARTNERS CORP3 | 11150 W OLYMPIC BLVD, STE 610 LOS ANGELES, CA 90064 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $416 | $162 | $578 | 12.54% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $275 | — | $275 | 5.97% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: WORD & BROWN GENERAL AGENCY | 721 S PARKER ST., SUITE 140 ORANGE, CA 92868 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $139 | — | $139 | 3.02% |
| FOUNDATION RISK PARTNERS CORP3 | 11150 W OLYMPIC BLVD, STE 610 LOS ANGELES, CA 90064 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $140 | $46 | $186 | 10.92% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $115 | — | $115 | 6.75% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: WORD & BROWN GENERAL AGENCY | 721 S PARKER ST., SUITE 140 ORANGE, CA 92868 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $46 | — | $46 | 2.70% |
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 | 139 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 55 | $867K |
| Dental | RELIANCE STANDARD LIFE INSURANCE COMPANY | 102 | $56K |
| Vision | RELIANCE STANDARD LIFE INSURANCE COMPANY | 102 | $56K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 139 | $18K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 138 | $5K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 55 | $867K |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 139 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 139 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.