| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | KAISER FOUNDATION HEALTH PLAN, INC | $7K | — | $7K | 1.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | HEALTH NET OF CALIFORNIA, INC. | $7K | — | $7K | 1.36% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | BLUE SHIELD OF CALIFORNIA GROUP | $8K | — | $8K | 1.57% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | OSCAR INSURANCE CORPORATION | $17K | — | $17K | 3.99% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | PRINCIPAL LIFE INSURANCE COMPANY | $13K | — | $13K | 5.68% |
| PEATE INSURANCE BROKER3 Filed as: PEATE INS BROKER | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | PRINCIPAL LIFE INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $5K | — | $5K | 4.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | TRANSAMERICA LIFE INSURANCE COMPANY | $14K | — | $14K | 28.85% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | ANTHEM LIFE INSURANCE COMPANY | $1K | — | $1K | 5.48% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $299 | — | $299 | 1.79% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS - LA | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $124 | — | $124 | 0.74% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | CALIFORNIA DENTAL NETWORK, INC. | $1K | — | $1K | 10.00% |
| HIXME INSURANCE SOLUTIONS, INC.3 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | LANDMARK HEALTHPLAN | $881 | — | $881 | 10.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS - LA | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $159 | — | $159 | 2.53% |
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 | 287 | 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) | 287 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC | 131 | $2.2M |
| Dental(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 403 | $250K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 403 | $237K |
| Life insurance(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 366 | $164K |
| Long-term disability | ANTHEM LIFE INSURANCE COMPANY | 89 | $20K |
| Prescription drug(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC | 131 | $2.2M |
| Other(4 contracts, 4 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 316 | $79K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 403 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.