| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DANONE SIMPSON INSURANCE SERVICES3 | 240058 VENTURA BLVD. CALABASAS, CA 91302 | CALIFORNIA PHYSICIANS' SERVICE | $0 | $47K | $47K | 1.55% |
| DANONE SIMPSON INSURANCE SERVICES3 | 240058 VENTURA BLVD. CALABASAS, CA 91302 | CALIFORNIA PHYSICIANS' SERVICE | $0 | $76 | $76 | 0.00% |
| VALLEY STRONG CREDIT UNION1 | PO BOX 9506 BAKERSFIELD, CA 933899506 | KAISER FOUNDATION HEALTH PLAN INC. | $52K | $0 | $52K | 2.80% |
| DANONE SIMPSON INSURANCE SERVICES3 Filed as: DANONE SIMPSON INS. SVCS. LLC | 5550 TOPANGA CANYON BLVD., STE. 310 WOODLAND HILLS, CA 913676478 | KAISER FOUNDATION HEALTH PLAN INC. | $51K | $0 | $51K | 2.77% |
| DANONE SIMPSON INSURANCE SERVICES3 Filed as: DANONE SIMPSON INSURANCE SERVICE LL | 24005 VENTURA BLVD CALABASA, CA 91302 | CALIFORNIA PHYSICIANS' SERVICE | $13 | $41K | $41K | 5.44% |
| VALLEY STRONG CREDIT UNION3 Filed as: VALLEY STONG CREDIT UNION | PO BOX 9506 BAKERSFIELD, CA 933899506 | KAISER FOUNDATION HEALTH PLAN INC. | $13K | $0 | $13K | 2.87% |
| DANONE SIMPSON INSURANCE SERVICES3 | 5550 TOPANGA CANYON BLVD SUITE 310 WOODLAND HILLS, CA 913677444 | KAISER FOUNDATION HEALTH PLAN INC. | $13K | $0 | $13K | 2.87% |
| VALLEY STRONG CREDIT UNION1 | PO BOX 9506 BAKERSFIELD, CA 93389 | PREMIER ACCESS INSURANCE COMPANY | $6K | $0 | $6K | 1.52% |
| MONTAGE INSURANCE SOLUTIONS3 | 5550 TOPANGA CANYON BLVD., STE. 310 WOODLAND HILLS, CA 91367 | PREMIER ACCESS INSURANCE COMPANY | $6K | $0 | $6K | 1.52% |
| MONTAGE INSURANCE SOLUTIONS3 | 5550 TOPANGA CANYON BLVD., STE. 310 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $2K | $7K | 7.45% |
| MONTAGE INSURANCE SOLUTIONS3 | 5550 TOPANGA CANYON BLVD., STE. 310 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | $1K | $10K | 15.46% |
| DANONE SIMPSON INSURANCE SERVICES3 Filed as: DANONE SIMPSON INSURANCE | 5550 TOPANGA CANYON BLVD. SUITE 310 WOODLAND HILLS, CA 91367 | GERBER LIFE INSURANCE CO. | $3K | $0 | $3K | 7.00% |
| MONTAGE INSURANCE SOLUTIONS3 | 24005 VENTURA BLVD CALABASA, CA 91302 | WESTERN HEALTH ADVANTAGE | $3K | $0 | $3K | 7.00% |
| MONTAGE INSURANCE SOLUTIONS3 | 5550 TOPANGA CANYON BLVD., STE. 310 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $584 | $2K | 7.76% |
| DANONE SIMPSON INSURANCE SERVICES3 Filed as: DANONE SIMPSON INS. SVCS. LLC | 5550 TOPANGA CYN. BLVD., STE. 310 WOODLAND HILLS, CA 91367 | MANAGED HEALTH NETWORK | $1K | $0 | $1K | 10.00% |
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 | 564 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 568 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 368 | $6.1M |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 1,019 | $416K |
| Vision(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 417 | $791K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 564 | $98K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 564 | $68K |
| Prescription drug(4 contracts, 2 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 368 | $6.1M |
| Other(3 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 564 | $134K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,019 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.