| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PACFED INSURANCE SERVICES, INC. | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | KAISER | $35K | — | $35K | 3.02% |
| HP PLANNING LLC Filed as: THE PLANNING CORPORATION | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | HEALTH NET | $24K | — | $24K | 2.94% |
| HP PLANNING LLC Filed as: THE PLANNING CORPORATION | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | BLUE SHIELD OF CALIFORNIA | $11K | — | $11K | 5.00% |
| HP PLANNING LLC Filed as: THE PLANNING CORPORATION | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | DELTA DENTAL OF CALIFORNIA - DPO | $4K | — | $4K | 3.75% |
| HP PLANNING LLC Filed as: THE PLANNING CORPORATION | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | PRUDENTIAL | $3K | — | $3K | 5.51% |
| HP PLANNING LLC Filed as: THE PLANNING CORPORATION | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | DELTA DENTAL OF CALIFORNIA - HMO | $2K | — | $2K | 8.33% |
| HP PLANNING LLC Filed as: THE PLANNING CORPORATION | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | GERBER LIFE INSURANCE CO. | $1K | — | $1K | 5.51% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PACFED BENEFIT ADMINISTRATORS EIN 95-4353570 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 1000 N. CENTRAL AVE., SUITE 400 GLENDALE, CA 91202 | $333K |
| BUCHALTER NEMER EIN 95-2640846 NONE | Legal Service code 29 | 1000 WILSHIRE BLVD. SUITE 1500 LOS ANGELES, CA 90017 | $58K |
| LEVY PHILLIPS APC EIN 95-4536532 NONE | Legal Service code 29 | 20700 VENTURA BLVD., SUITE 320 WOODLAND HILLS, CA 91364 | $56K |
| MCMORGAN COMPANY EIN 94-1650768 NONE | Investment management Service code 28 | 3500 W. OLIVE SUITE 690 BURBANK, CA 91505 | $15K |
| BERNARD KOTKIN AND COMPANY LLP EIN 95-2556670 NONE | Accounting (including auditing) Service code 10 | 533 S. FREMONT AVE., SUITE 802 LOS ANGELES, CA 90071 | $13K |
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 | 893 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 893 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER | 224 | $2.2M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA - DPO | 129 | $131K |
| Vision | GERBER LIFE INSURANCE CO. | 229 | $19K |
| Life insurance | PRUDENTIAL | 893 | $47K |
| Other | LANDMARK HEALTH PLAN | 241 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 893 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.