| 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 COMPANY | $5K | — | $5K | 2.00% |
| ACRISURE LLC3 Filed as: ORION RISK MANAGEMENT INSURANCE | P.O. BOX 830 RAILTO, CA 92377 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 1.47% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 0.65% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | AETNA HEALTH, INC. | $2K | — | $2K | 2.03% |
| ACRISURE LLC3 Filed as: ORION RISK MANAGEMENT INSURANCE | P.O. BOX 830 RIALTO, CA 92377 | AETNA HEALTH, INC. | $1K | — | $1K | 1.04% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | AETNA HEALTH, INC. | $890 | — | $890 | 0.75% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | AETNA LIFE INSURANCE COMPANY | $928 | — | $928 | 1.24% |
| ACRISURE LLC3 Filed as: ORION RISK MANAGEMENT INSURANCE | P.O. BOX 830 RIALTO, CA 92377 | AETNA LIFE INSURANCE COMPANY | $576 | — | $576 | 0.77% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | AETNA LIFE INSURANCE COMPANY | $572 | — | $572 | 0.76% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | AETNA LIFE INSURANCE COMPANY | $4K | — | $4K | 6.18% |
| ACRISURE LLC3 Filed as: ORION RISK MANAGEMENT INSURANCE | P.O. BOX 830 RIALTO, CA 92377 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 3.84% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | AETNA LIFE INSURANCE COMPANY | $2K | — | $2K | 3.82% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | AETNA HEALTH, INC. | $846 | — | $846 | 2.35% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | AETNA HEALTH, INC. | $221 | — | $221 | 0.61% |
| ACRISURE LLC3 Filed as: ORION RISK MANAGEMENT INSURANCE | P.O. BOX 830 RILATO, CA 92377 | AETNA HEALTH, INC. | $179 | — | $179 | 0.50% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | AETNA LIFE INSURANCE COMPANY | $909 | — | $909 | 3.96% |
| ACRISURE LLC3 Filed as: ORION RISK MANAGEMENT INSURANCE | P.O. BOX 830 RIALTO, CA 92377 | AETNA LIFE INSURANCE COMPANY | $69 | — | $69 | 0.30% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | AETNA LIFE INSURANCE COMPANY | $60 | — | $60 | 0.26% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | AETNA LIFE INSURANCE COMPANY | $445 | — | $445 | 2.22% |
| ACRISURE LLC3 Filed as: ORION RISK MANAGEMENT INSURANCE | P.O. BOX 830 RIALTO, CA 92377 | AETNA LIFE INSURANCE COMPANY | $224 | — | $224 | 1.12% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | AETNA LIFE INSURANCE COMPANY | $127 | — | $127 | 0.63% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | AETNA LIFE INSURANCE COMPANY | $211 | — | $211 | 2.22% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | AETNA LIFE INSURANCE COMPANY | $60 | — | $60 | 0.63% |
| ACRISURE LLC3 Filed as: ORION RISK MANAGEMENT INSURANCE | P.O. BOX 830 RIALTO, CA 92377 | AETNA LIFE INSURANCE COMPANY | -$664 | — | -$664 | -6.98% |
| TRAPANI DICKINS & ASSOCIATES3 | 515 SOUTH FLOWER STREET, SUITE 3510 LOS ANGELES, CA 90071 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $252 | — | $252 | 5.44% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 6320 CANOGA AVENUE, 12TH FLOOR WOODLAND HILLS, CA 91367 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $127 | — | $127 | 2.74% |
| ACRISURE LLC3 Filed as: ORION RISK MANAGEMENT INSURANCE | 245 S. LOS ROBLES AVENUE, SUITE 400 PASADENA, CA 91101 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $43 | — | $43 | 0.93% |
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 | 373 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 385 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 26 | $473K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 370 | $5K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 373 | $75K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 373 | $57K |
| Other | AETNA LIFE INSURANCE COMPANY | 373 | $75K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 373 | — |
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.