| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | KAISER FOUNDATION HEALTH PLAN | $73K | — | $73K | 2.93% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | BLUE CROSS OF CALIFORNIA | $93K | — | $93K | 4.96% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $13K | $4K | $17K | 13.00% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $8K | $3K | $11K | 13.00% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $2K | $7K | 9.99% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $2K | $7K | 13.00% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 20.00% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $1K | $4K | 13.00% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $2K | — | $2K | 4.83% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 20.00% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $802 | $3K | 13.00% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 20.00% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $231 | $69 | $300 | 12.99% |
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 | 523 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 534 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN | 399 | $4.5M |
| Dental(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 238 | $164K |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 368 | $33K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 523 | $138K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 81 | $27K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 502 | $67K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN | 399 | $4.4M |
| Other(5 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 523 | $175K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 523 | — |
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.