| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGON BEACH, CA 92646 | ANTHEM BLUE CROSS | $0 | $0 | $0 | 0.00% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $37K | $7K | $44K | 5.96% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $36K | $10K | $45K | 16.35% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $35K | $9K | $45K | 16.49% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $23K | $7K | $30K | 16.98% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGON BEACH, CA 92646 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $3K | $26K | 21.50% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGON BEACH, CA 92646 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $7K | $0 | $7K | 6.72% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGON BEACH, CA 92646 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $2K | $15K | 17.19% |
| PREFERRED PARTNERS INSURANCE AGENCY3 | 9121 ATLANTA AVENUE #2989 HUNTINGON BEACH, CA 92646 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $645 | $3K | 12.30% |
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 | 1,298 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,298 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | ANTHEM BLUE CROSS | 357 | $5.1M |
| Dental(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 894 | $775K |
| Vision | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 952 | $101K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,298 | $275K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 422 | $271K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 257 | $177K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,298 | — |
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.