| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 | 21820 BURBANK BOULEVARD, SUITE 300 WOODLAND HILLS, CA 91367 | HEALTH NET | $90K | $0 | $90K | 4.13% |
| LEVITT GROUP3 | 21820 BURBANK BOULEVARD NORTH BUILDING, SUITE 300 WOODLAND HILLS, CA 91367 | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $52K | $0 | $52K | 4.81% |
| LEAVITT GROUP3 | 21820 BURBANK BOULEVARD SUITE 300 WOODLAND HILLS, CA 91367 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $815 | $7K | 8.56% |
| VOLUNTARY BENEFIT ADVISORS3 | 2400 MAIN STREET SUITE 200 IRVINE, CA 92614 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 7.50% |
| LEAVITT GROUP3 | 21820 BURBANK BOULEVARD, SUITE 300 WOODLAND HILLS, CA 91367 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | $0 | $15K | 19.41% |
| UNKNOWN3 | UNKNOWN EL SEGUNDO, CA 90245 | WESTERN DENTAL/BRIDENT | $6K | $0 | $6K | 10.00% |
| LEAVITT GROUP3 | 21820 BURBANK BOULEVARD, SUITE 300 WOODLAND HILLS, CA 91367 | VISION SERVICE PLAN | $2K | $0 | $2K | 4.00% |
| LEAVITT GROUP3 | 21820 BURBANK BOULEVARD SUITE 300 WOODLAND HILLS, CA 91367 | PRINCIPAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.59% |
| VOLUNTARY BENEFIT ADVISORS3 Filed as: VOLUNTARY BENEFIT ADVISORS, INC. | 2400 MAIN STREET, SUITE 200 IRVINE, CA 92614 | TRANSAMERICA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 15.46% |
| LEAVITT GROUP3 | 21820 BURBANK BOULEVARD SUITE 300N WOODLAND HILLS, CA 91367 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.72% |
| EMPLOYEE CHOICE SOLUTIONS3 Filed as: EMPLOYEE CHOICE SOLUTIONS INS. | 216 SOUTH 200 WEST CEDAR CITY, UT 84720 | TRANSAMERICA LIFE INSURANCE COMPANY | $65 | $0 | $65 | 0.22% |
| HARTMAN, HOWARD, STANLEY3 Filed as: HARTMAN, HOWARD AND STANLEY | 22801 VENTURA BOULEVARD, SUITE 205 WOODLAND HILLS, CA 91364 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $32 | $0 | $32 | 2.44% |
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 | 398 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 400 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH NET | 255 | $3.3M |
| Dental(3 contracts, 3 carriers) | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | 517 | $1.2M |
| Vision | VISION SERVICE PLAN | 395 | $42K |
| Life insurance(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 395 | $153K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 395 | $76K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 395 | $76K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH NET | 255 | $3.3M |
| Other(4 contracts, 4 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 446 | $183K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 517 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.