| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD PENTHOUSE SUITE IRVINE, CA 92612 | AETNA HEALTH OF CALIFORNIA INC. | $163K | — | $163K | 2.79% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACATHUR BLVD PENTHOUSE SUITE IRVINE, CA 92612 | AETNA LIFE INSURANCE COMPANY | $56K | — | $56K | 2.95% |
| DANIEL E. SLY3 Filed as: DANIEL SLY | 27 VIA TRONIDO RANCH SANTA MARGARITA, CA 92688 | STANDARD INSURANCE COMPANY | $12K | — | $12K | 10.00% |
| DANIEL E. SLY3 | 27 VIA TRONIDO RANCHO SANTA MARGARITA, CA 92688 | STANDARD INSURANCE COMPANY | $6K | — | $6K | 7.11% |
| DANIEL E. SLY3 Filed as: DANIEL SLY | 27 VIA TRONIDO RANCHO SANTA MARGARITA, CA 92688 | STANDARD INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| DANIEL E. SLY3 | 27 VIA TRONIDO RANCHO SANTA MARGARITA, CA 926883357 | VISION SERVICE PLAN | $4K | — | $4K | 8.67% |
| DANIEL E. SLY3 | 6885 WHISPERWIND DR EASTVALE, CA 92880 | VISION SERVICE PLAN | $2K | — | $2K | 9.93% |
| DANIEL E. SLY3 Filed as: DANIEL SLY | 6885 WHISPERWIND DRIVE EASTVALE, CA 92880 | SAFEGUARD HEALTH PLANS INC. | $358 | — | $358 | 18.43% |
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 | 524 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 524 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA HEALTH OF CALIFORNIA INC. | 955 | $7.7M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 955 | $1.9M |
| Vision(2 contracts) | VISION SERVICE PLAN | 480 | $67K |
| Life insurance | STANDARD INSURANCE COMPANY | 524 | $91K |
| Short-term disability | STANDARD INSURANCE COMPANY | 242 | $123K |
| Long-term disability | STANDARD INSURANCE COMPANY | 204 | $74K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 955 | — |
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.