| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | DBA SHOREPOINT INSURANCE SERVICES 3631 S HARBOR BLVD STE 200 SANTA ANA, CA 92704 | ANTHEM BLUE CROSS | $319K | — | $319K | 0.55% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | DBA SHOREPOINT INSURANCE SERVICES 3631 S HARBOR BLVD STE 200 SANTA ANA, CA 92704 | ANTHEM BLUE CROSS | $59K | — | $59K | 0.39% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC DBA | THE LBL INS SERV 3130 S HARBOR BLVD, STE 140 SANTA ANA, CA 92704 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $220K | — | $220K | 8.45% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA | 318 E CARRUTH LN DOUBLE OAK, TX 75077 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $149K | $149K | 5.72% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA | 318 E CARRUTH LN DOUBLE OAK, TX 75077 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $89K | $89K | 5.60% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | DBA THE LBL INS SERV 3130 S HARBOR BLVD, STE 140 SANTA ANA, CA 92704 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | — | $11K | 0.69% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3130 S HARBOR BLVD STE140 SANTA ANA, CA 92704 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | — | $15K | $15K | 3.95% |
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 | 8,351 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 102 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,453 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | ANTHEM BLUE CROSS | 5,588 | $73.0M |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,398 | $383K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 8,187 | $2.6M |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 7,271 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,187 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.