| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN INC | $15K | — | $15K | 1.91% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INSURANCE | SERVICE WEST, INC 801 S FIGUEROA ST, STE 800 LOS ANGELES, CA 900172591 | KAISER FOUNDATION HEALTH PLAN INC | $8K | — | $8K | 1.02% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD IRVINE, CA 92612 | AETNA HEALTH, INC. | $16K | — | $16K | 2.29% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INSURANCE | SERVICE WEST INC 2010 MAIN ST IRVINE, CA 92614 | AETNA HEALTH, INC. | $8K | — | $8K | 1.10% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD IRVINE, CA 92612 | AETNA LIFE INSURANCE CO. | $17K | — | $17K | 3.55% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INSURANCE | SERVICES WEST INC 2010 MAIN ST IRVINE, CA 92614 | AETNA LIFE INSURANCE CO. | $9K | $2K | $12K | 2.45% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 S GRAND AVE STE 4500 LOS ANGELES, CA 90071 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4K | — | $4K | 8.11% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON | INSURANCE SERVICES PO BOX 101162 PASADENA, CA 91189 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 5.69% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 S GRAND AVE STE 4500 LOS ANGELES, CA 90071 | LIFE INSURANCE COMPANY NORTH AMERICA | $2K | — | $2K | 8.13% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON | INSURANCE SERVICES PO BOX 101162 PASADENA, CA 91189 | LIFE INSURANCE COMPANY NORTH AMERICA | $1K | — | $1K | 5.68% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | PO BOX 102159 PASADENA, CA 911892189 | VISION SERVICE PLAN | $737 | — | $737 | 5.10% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS | SERVICES WEST INC PO BOX 101162 PASADENA, CA 911891162 | VISION SERVICE PLAN | $360 | — | $360 | 2.49% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 350 S GRAND AVE STE 4500 LOS ANGELES, CA 90071 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $843 | — | $843 | 8.13% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INSURANCE SERV | PO BOX 101162 PASADENA, CA 91189 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $589 | — | $589 | 5.68% |
| VOLUNTARY BENEFIT ADVISORS3 Filed as: VOLUNTARY BENEFIT ADVISORS INC | 2400 MAIN ST STE 200 IRVINE, CA 92614 | TRANSAMERICA LIFE INSURANCE COMPANY | $381 | — | $381 | 4.14% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON | INSURANCE SERVICES 525 MARKET ST, SUITE 3400 SAN FRANCISCO, CA 94105 | TRANSAMERICA LIFE INSURANCE COMPANY | $163 | — | $163 | 1.77% |
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 | 129 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 129 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 244 | $1.3M |
| Dental | AETNA LIFE INSURANCE CO. | 244 | $482K |
| Vision | VISION SERVICE PLAN | 117 | $14K |
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 129 | $61K |
| Short-term disability(2 contracts) | LIFE INSURANCE COMPANY NORTH AMERICA | 129 | $34K |
| Long-term disability | LIFE INSURANCE COMPANY NORTH AMERICA | 129 | $23K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 81 | $807K |
| Other | TRANSAMERICA LIFE INSURANCE COMPANY | 11 | $9K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 244 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.