| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVE #2989 HUNTINGTON BEACH, CA 92646 | ANTHEM BLUE CROSS | $0 | $0 | $0 | 0.00% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | METROPOLITAN LIFE INSURANCE COMPANY | $53K | $37K | $89K | 7.31% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $35K | $35K | 2.90% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVE #2989 HUNTINGTON BEACH, CA 92646 | SUN LIFE ASSURANCE COMPANY OF CANADA | $49K | $0 | $49K | 8.05% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | $0 | $15K | 5.08% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVE #2989 HUNTINGTON BEACH, CA 92646 | FIDELITY SECURITY LIFE INSURANCE COMPANY (EYEMED) | $12K | $0 | $12K | 9.84% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVE #2989 HUNTINGTON BEACH, CA 92646 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | $378 | $14K | 15.30% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.27% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVE #2989 HUNTINGTON BEACH, CA 92646 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $378 | $11K | 15.46% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.27% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVE #2989 HUNTINGTON BEACH, CA 92646 | SAFEGUARD HEALTH PLANS, INC, A CALIFORNIA CORPORATION | $3K | $1K | $4K | 7.35% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 S GARLAND AVE SUITE 203 ORLANDO, FL 32801 | SAFEGUARD HEALTH PLANS, INC, A CALIFORNIA CORPORATION | $0 | $2K | $2K | 2.84% |
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 | 1,258 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,258 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS | 463 | $6.0M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,149 | $1.3M |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY (EYEMED) | 2,293 | $118K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,466 | $293K |
| Short-term disability(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 833 | $775K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 833 | $613K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,466 | $293K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,293 | — |
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.