| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 3111 CAMINO DEL RIO N., SUITE 1100 SAN DIEGO, CA 92108 | BLUE SHIELD OF CALIFORNIA | — | $41K | $41K | 3.82% |
| MCGRIFF INSURANCE SERVICES INC3 | 5130 PARKWAY PLAZA BLVD LOCK BOX 896620 CHARLOTTE, NC 28217 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | — | $9K | 9.97% |
| MCGRIFF INSURANCE SERVICES INC3 | 5446 THORNWOOD DR STE 200 SAN JOSE, CA 95123 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $353 | $353 | 0.39% |
| MCGRIFF INSURANCE SERVICES INC3 | 5130 PARKWAY PLAZA BLVD LOCK BOX 896620 CHARLOTTE, NC 28217 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 9.97% |
| MCGRIFF INSURANCE SERVICES INC3 | 5446 THORNWOOD DR STE 200 SAN JOSE, CA 95123 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $180 | $180 | 0.78% |
| MCGRIFF INSURANCE SERVICES INC3 | 5130 PARKWAY PLAZA BLVD LOCK BOX 896620 CHARLOTTE, NC 28217 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 9.97% |
| MCGRIFF INSURANCE SERVICES INC3 | 5446 THORNWOOD DR STE 200 SAN JOSE, CA 95123 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $139 | $139 | 0.70% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | PO BOX 896620 CHARLOTTE, NC 28289 | VISION SERVICE PLAN | $924 | — | $924 | 7.99% |
| ENROLLEASE3 Filed as: ENROLLEASE, INC DBA EASECENTRAL | 1980 FESTIVAL PLAZA DR STE 810 LAS VEGAS, NV 891352958 | VISION SERVICE PLAN | $160 | — | $160 | 1.38% |
| MCGRIFF INSURANCE SERVICES INC3 | 5130 PARKWAY PLAZA BLVD LOCK BOX 896620 CHARLOTTE, NC 28217 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 9.97% |
| MCGRIFF INSURANCE SERVICES INC3 | 5446 THORNWOOD DR STE 200 SAN JOSE, CA 95123 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $77 | $77 | 0.69% |
| MCGRIFF INSURANCE SERVICES INC3 | 5130 PARKWAY PLAZA BLVD LOCK BOX 896620 CHARLOTTE, NC 28217 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $771 | — | $771 | 9.96% |
| MCGRIFF INSURANCE SERVICES INC3 | 5446 THORNWOOD DR STE 200 SAN JOSE, CA 95123 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $59 | $59 | 0.76% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 5130 PARKWAY PLAZA BLVD LOCK BOX 896620 CHARLOTTE, NC 28217 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $736 | — | $736 | 9.98% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 5446 THORNWOOD DR STE 200 SAN JOSE, CA 95123 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $57 | $57 | 0.77% |
| MCGRIFF INSURANCE SERVICES INC3 | 5130 PARKWAY PLAZA BLVD LOCK BOX 896620 CHARLOTTE, NC 28217 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $263 | — | $263 | 9.96% |
| MCGRIFF INSURANCE SERVICES INC3 | 5446 THORNWOOD DR STE 200 SAN JOSE, CA 95123 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $21 | $21 | 0.80% |
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 | 121 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 121 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE SHIELD OF CALIFORNIA | 133 | $1.1M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 124 | $90K |
| Vision | VISION SERVICE PLAN | 124 | $12K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 121 | $30K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 121 | $11K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 121 | $20K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 133 | $1.1M |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 121 | $41K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 133 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.