| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #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 | $74K | $236 | $74K | 5.63% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC | 101 S GARLAND AVENUE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $41K | $41K | 3.14% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $38K | $19K | $57K | 15.11% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $33K | $24K | $57K | 17.31% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $25K | $19K | $44K | 17.72% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | FIDELITY SECURITY LIFE INSURANCE COMPANY (EYEMED) | $16K | $0 | $16K | 11.05% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | METROPOLITAN LIFE INSURANCE COMPANY | $25K | $236 | $25K | 21.13% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC | 101 S GARLAND AVENUE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | 3.15% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $236 | $18K | 21.15% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC | 101 S GARLAND AVENUE SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 3.14% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGTON BEACH, CA 92646 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $3K | $0 | $3K | 5.25% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC | 101 S GARLAND AVENUE SUITE 203 ORLANDO, FL 32801 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $2K | $2K | 3.15% |
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 | 1,215 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,215 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | ANTHEM BLUE CROSS | 406 | $4.9M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,003 | $1.4M |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY (EYEMED) | 1,047 | $142K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,389 | $327K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 603 | $377K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 336 | $249K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,003 | — |
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.