| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ANDREW D. GILMOUR, INC.3 | 300 W GLENOAKS BLVD SUITE 301 GLENDALE, CA 91202 | BLUE SHIELD OF CALIFORNIA | $391K | — | $391K | 2.01% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE STE 1200 WOODLAND HILLS, CA 913672594 | KAISER FOUNDATION HEALTH PLANS INC. | $75K | — | $75K | 1.50% |
| ANDREW D. GILMOUR, INC.3 | 300 W GLENOAKS BLVD SUITE 301 GLENDALE, CA 91202 | KAISER FOUNDATION HEALTH PLANS INC. | $24K | — | $24K | 0.47% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE SUITE 1200 WOODLAND HILLS, CA 91367 | CIGNA HEALTH AND LIFE | $121K | — | $121K | 4.16% |
| ANDREW D. GILMOUR, INC.3 | 300 W GLENOAKS BLVD SUITE 301 GLENDALE, CA 91202 | CIGNA HEALTH AND LIFE | $24K | — | $24K | 0.81% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE SUITE 1200 WOODLAND HILLS, CA 91367 | KAISER FOUNDATION HEALTH PLAN | $20K | — | $20K | 1.50% |
| ANDREW D. GILMOUR, INC.3 | 300 W GLENOAKS BLVD SUITE 301 GLENDALE, CA 91202 | KAISER FOUNDATION HEALTH PLAN | $7K | — | $7K | 0.50% |
| BENEFITS AMERICA INS. SVCS., LLC3 Filed as: BENEFITS AMERICA INS SERVICES | 300 W GLENOALS BLVD STE 301 GLENDALE, CA 91202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $20K | — | $20K | 5.00% |
| MULLIN TBG INS AGENCY SERVICES LLC3 Filed as: MULLIN TBG INSURANCE AGENCY SERVICE | 100 N SEPULVEDA BLVD EL SEGUNDO, CA 902455658 | MASS MUTUAL LIFE INS CO | $28K | $4K | $33K | 9.51% |
| MICHAEL A BOOK3 | 530 5TH AVENUE FLOOR 14 NEW YORK, NY 10036 | MASS MUTUAL LIFE INS CO | $11K | $17K | $28K | 8.11% |
| BARENS, KRISTIN, LUCILLE3 Filed as: BARENS KRISTIN LUCILLE | 2242 PURDUE AVENUE LOS ANGELES, CA 90064 | MASS MUTUAL LIFE INS CO | $19K | $243 | $19K | 5.58% |
| MULLIN BARENS SANFORD FINANCIAL3 Filed as: MULLIN BARENS SANFORD FIN & INS | 2242 PURDUE AVENUE LOS ANGELES, CA 90064 | MASS MUTUAL LIFE INS CO | $4K | $1K | $5K | 1.58% |
| HOWARD B. COWAN3 Filed as: HOWARD COWAN | 530 5TH AVE FLOOR 14 NEW YORK, NY 100365112 | MASS MUTUAL LIFE INS CO | $483 | — | $483 | 0.14% |
| ANDREW L MOORE3 Filed as: ANDREW L. MOORE | 4695 MACARTHUR CTE STE 1000 NEWPORT BEACH, CA 92660 | MASS MUTUAL LIFE INS CO | $64 | — | $64 | 0.02% |
| SQUIRES STEPHEN OWEN3 | 3539 LOCUST COVE RD GAINESVILLE, GA 30504 | MASS MUTUAL LIFE INS CO | $10 | — | $10 | 0.00% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 300 W GLENOAKS BLVD SUITE 301 GLENDALE, CA 91202 | EYEMED | $13K | — | $13K | 4.54% |
| ANDREW D. GILMOUR, INC.3 Filed as: ANDREW D. GILMOUR | 300 W GLENOAKS BLVD SUITE 301 GLENDALE, CA 91202 | GROUP HEALTH COOPERATIVE | $4K | — | $4K | 2.07% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 321 N CLARK STREET SUITE 940 CHICAGO, IL 60610 | SUN LIFE ASSURANCE COMPANY | $17K | — | $17K | 11.86% |
| MULLIN TBG INS AGENCY SERVICES LLC3 | 33174 COLLECTION CENYER DR CHICAGO, IL 60693 | SUN LIFE ASSURANCE COMPANY | $7K | — | $7K | 5.08% |
| M FINANCIAL HOLDINGS INC3 Filed as: M FINANCIAL HOLDINGS, INC. | 1125 NW COUCH STREET SUITE 900 PORTLAND, OR 97209 | SUN LIFE ASSURANCE COMPANY | — | $2K | $2K | 1.76% |
| ANDREW D. GILMOUR, INC.3 Filed as: ANDREW D. GILMOUR | 300 W GLENOAKS BLVD SUITE 301 GLENDALE, CA 91202 | SUN LIFE ASSURANCE COMPANY | $2K | — | $2K | 1.64% |
| BENEFITS AMERICA INS. SVCS., LLC3 Filed as: BENEFITS AMERICA INS SERVICES | 300 W GLENOAKS BLVD 301 GLENDALE, CA 91202 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 5.00% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE STE 1200 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 5.00% |
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 | 2,556 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE SHIELD OF CALIFORNIA | 1,662 | $26.0M |
| Dental | CIGNA HEALTH AND LIFE | 2,372 | $2.9M |
| Vision | EYEMED | 2,372 | $282K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,573 | $420K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY | 2,556 | $139K |
| Long-term disability(2 contracts, 2 carriers) | MASS MUTUAL LIFE INS CO | 2,556 | $483K |
| Prescription drug(4 contracts, 4 carriers) | BLUE SHIELD OF CALIFORNIA | 1,662 | $26.0M |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,573 | $51K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,573 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.