| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET SUITE 3510 LOS ANGELES, CA 90071 | AETNA LIFE INSURANCE CO. | $56K | $0 | $56K | 5.74% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENFIT GROUP INC. | 5110 N 40TH STREET SUITE 234 PHOENIX, AZ 85018 | AETNA LIFE INSURANCE CO. | $16K | $0 | $16K | 1.65% |
| TRAPANI DICKINS & ASSOCIATES3 Filed as: TRAPANI DICKINS & ASSOC EMPL BENEF | 515 SOUTH FLOWER STREET SUITE 3510 LOS ANGELES, CA 90071 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $428 | $6K | 9.96% |
| TRAPANI DICKINS & ASSOCIATES3 Filed as: TRAPANI DICKINS & ASSOC EMPLY BENEF | 515 S. FLOWER ST., STE. 3510 LOS ANGELES, CA 90071 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $327 | $7K | 15.75% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET SUITE 3510 LOS ANGELES, CA 90071 | VISION SERVICE PLAN | $1K | $0 | $1K | 5.33% |
| TRAPANI DICKINS & ASSOCIATES3 Filed as: TRAPANI DICKINS & ASSOC EMPL BENEF | 515 SOUTH FLOWER STREET SUITE 3510 LOS ANGELES, CA 90071 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $2 | $3K | 14.41% |
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 | 143 | 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) | 145 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 272 | $1.7M |
| Dental | AETNA LIFE INSURANCE CO. | 272 | $976K |
| Vision | VISION SERVICE PLAN | 114 | $22K |
| Life insurance(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 272 | $1.0M |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 119 | $57K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 119 | $57K |
| Other(3 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 272 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 272 | — |
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.