| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC. | P.O. BOX 743376 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN INC. | $323K | — | $323K | 3.24% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 155 N WACKER DR STE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC. | $24K | — | $24K | 0.24% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA STREET, SUITE 2400 SAN FRANCISCO, CA 94104 | BLUE CROSS OF CALIFORNIA | $61K | $999 | $62K | 3.78% |
| MERCER HEALTH AND BENEFITS, LLC3 | 27647 NETWORK PLACE CHICAGO, IL 60673 | BLUE CROSS OF CALIFORNIA | $4K | — | $4K | 0.22% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC. | P.O. BOX 7072 PASADENA, CA 91109 | BLUE CROSS OF CALIFORNIA | -$296 | — | -$296 | -0.02% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC. | P.O. BOX 101809 PASADENA, CA 91189 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $20K | $5K | $25K | 3.51% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $9K | $269 | $10K | 1.33% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 6180 CAROL STREAM, IL 60197 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6K | — | $6K | 0.89% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD PH STE IRVINE, CA 92612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $36K | $15K | $51K | 16.15% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | — | $11K | 3.60% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC., | P.O. BOX 743376 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $13K | — | $13K | 4.79% |
| THE RULE GROUP3 Filed as: THE RULE | PO BOX 101809 PASADENA, CA 91189 | SIMNSA | $13K | — | $13K | 5.85% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | SIMNSA | $3K | — | $3K | 1.15% |
| INTEGRO INSURANCE BROKERS3 Filed as: INTEGRO USA INC. | P.O. BOX 743376 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN INC. | $6K | — | $6K | 3.48% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 155 N WACKER DR STE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC. | $502 | — | $502 | 0.27% |
| BENEFIT TECHNOLOGY RESOURCES3 Filed as: BENEFIT TECHNOLOGY RESOURCES LLC | PO BOX 26622 TAMPA, FL 33623 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $19K | $19K | 19.85% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD PH STE IRVINE, CA 92612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $11K | $5K | $16K | 16.29% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 3.70% |
| BENEFIT TECHNOLOGY RESOURCES3 Filed as: BENEFIT TECHNOLOGY RESOURCES LLC | PO BOX 26622 TAMPA, FL 33623 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $16K | $16K | 18.42% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD PH STE IRVINE, CA 92612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $4K | $14K | 16.63% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 3.60% |
| INTEGRO INSURANCE BROKERS3 | P.O. BOX 101809 PASADENA, CA 91189 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $9K | — | $9K | 10.87% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $647 | — | $647 | 0.78% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD PH STE IRVINE, CA 92612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 16.79% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 3.66% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 19000 MACARTHUR BLVD PH STE IRVINE, CA 92612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $3K | 16.59% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $786 | — | $786 | 3.80% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD PH STE IRVINE, CA 92612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $616 | $321 | $937 | 17.10% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $206 | — | $206 | 3.76% |
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 | 1,048 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,056 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,297 | $12.3M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 2,590 | $719K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 2,686 | $83K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,048 | $359K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 172 | $5K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 114 | $21K |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,297 | $12.1M |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,048 | $540K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,686 | — |
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.