| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FOUDY INSURANCE AGENCIES, INC.3 | 11661 SAN VICENTE BLVD. SUITE 704 LOS ANGELES, CA 90049 | KAISER FOUNDATION HEALTH PLAN INC. | $36K | — | $36K | 4.00% |
| FOUDY INSURANCE AGENCIES, INC.3 Filed as: FOUDY INSURANCE AGENCY INC. | 11661 SAN VENCENTE BLVD. SUITE 704 LOS ANGELES, CA 90049 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | — | $6K | 7.78% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES | 32110 AGOURA RD. WESTLAKE VILAGE, CA 91361 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $18 | $4K | 4.61% |
| FOUDY INSURANCE AGENCIES, INC.3 Filed as: FOUDY INSURANCE AGENCIES INC. | 11661 SAN VICENTE BLVD. SUITE 704 LOS ANGELES, CA 90049 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $1K | — | $1K | 2.37% |
| FOUDY INSURANCE AGENCIES, INC.3 Filed as: FOUDY INSURANCE AGENCIES | 11661 SAN VICENTE BLVD. SUITE 704 LOS ANGELES, CA 90049 | DELTA DENTAL OF CALIFORNIA | $2K | — | $2K | 4.00% |
| FOUDY INSURANCE AGENCIES, INC.3 | 11661 SAN VICENTE BLVD. SUITE 704 LOS ANGELES, CA 90049 | VISION SERVICE PLAN | $1K | — | $1K | 5.72% |
| FOUDY INSURANCE AGENCIES, INC.3 Filed as: FOUDY INSURANCE AGENCIES | 11661 SAN VICENTE BLVD. SUITE 704 LOS ANGELES, CA 90049 | DELTA DENTAL OF CALIFORNIA | $1K | — | $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 | 131 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 149 | $962K |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 90 | $56K |
| Vision | VISION SERVICE PLAN | 59 | $18K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 131 | $79K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 131 | $79K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 131 | $79K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 149 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.