| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREFERRED PARTNERS INSURANCE AGENCY3 | 2130 MAIN STREET SUITE 250 HUNTINGTON BEACH, CA 92648 | ANTHEM BLUE CROSS | $0 | $0 | $0 | 0.00% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 2130 MAIN STREET SUITE 250 HUNTINGTON BEACH, CA 92648 | METROPOLITAN LIFE INSURANCE COMPANY | $50K | $30K | $81K | 7.35% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 2130 MAIN STREET SUITE 250 HUNTINGTON BEACH, CA 92648 | SUN LIFE ASSURANCE COMPANY OF CANADA | $71K | $0 | $71K | 8.06% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 2130 MAIN STREET SUITE 250 HUNTINGTON BEACH, CA 92648 | SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | $0 | $15K | 5.76% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 2130 MAIN STREET SUITE 250 HUNTINGTON BEACH, CA 92648 | FIDELITY SECURITY LIFE INSURANCE COMPANY (EYEMED) | $13K | $0 | $13K | 9.64% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 2130 MAIN STREET SUITE 250 HUNTINGTON BEACH, CA 92648 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $3K | $2K | $4K | 7.29% |
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 | 1,275 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,275 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS | 513 | $7.2M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,073 | $1.2M |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY (EYEMED) | 2,286 | $132K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,464 | $268K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 762 | $880K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 762 | $880K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,464 | $268K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,286 | — |
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."
No prospect flags tripped on this filing.