| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ONE BENEFIT SOURCE3 | 8383 WILSHIRE BOULEVARD SUITE 800 BEVERLY HILLS, CA 90211 | HEALTH NET | $64K | $0 | $64K | 4.96% |
| ONE BENEFIT SOURCE3 | 8383 WILSHIRE BOULEVARD SUITE 800 BEVERLY HILLS, CA 90211 | KAISER FOUNDATION HEALTH PLAN | $62K | $0 | $62K | 5.91% |
| ONE BENEFIT SOURCE3 | 8383 WILSHIRE BOULEVARD SUITE 800 BEVERLY HILLS, CA 90211 | METROPOLITAN INSURANCE COMPANY | $25K | — | $25K | 9.28% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP | 8000 NORMAN CENTER DR SUITE 605 BLOOMINGTON ST, MN 55437 | METROPOLITAN INSURANCE COMPANY | $9K | $0 | $9K | 3.31% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS | 1787 SENTRY PKWY W BLDG 16 SUITE 320 BLUE BELL ST, PA 19422 | METROPOLITAN INSURANCE COMPANY | $5K | — | $5K | 1.66% |
| ONE BENEFIT SOURCE3 | 8383 WILSHIRE BOULEVARD SUITE 800 BEVERLY HILLS, CA 90211 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 24.67% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP | 8000 NORMAN CENTER DR SUITE 605 BLOOMINGTON ST, MN 55437 | METROPOLITAN LIFE INSURANCE COMPANY | $363 | — | $363 | 4.08% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS | 1787 SENTRY PKWY W BLDG 16 SUITE 320 BLUE BELL, PA 19422 | METROPOLITAN LIFE INSURANCE COMPANY | $185 | — | $185 | 2.08% |
| ROGERS BENEFIT GROUP INC Filed as: ROGERS BENEFIT GROUP | 8000 NORMAN CENTER DR SUITE 605 BLOOMINGTON ST, MN 55437 | METROPOLITAN LIFE INSURANCE COMPANY | $77 | — | $77 | 0.87% |
| ONE BENEFIT SOURCE3 | 8383 WILSHIRE BOULEVARD SUITE 800 BEVERLY HILLS, CA 90211 | SAFEGUARD HEALTH PLANS, INC | $482 | — | $482 | 10.09% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP | 8000 NORMAN CENTER DRIVE SUITE 605 BLOOMINGTON ST, MN 55437 | SAFEGUARD HEALTH PLANS, INC | $162 | — | $162 | 3.39% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS | 1787 SENTRY PKWY W BLDG 16 SUITE 320 BLUE BELL ST, PA 19422 | SAFEGUARD HEALTH PLANS, INC | $79 | — | $79 | 1.65% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP | 8000 NORMAN CENTER DR SUITE 605 BLOOMINGTON ST, MN 55437 | SAFEGUARD HEALTH PLANS, INC | — | $32 | $32 | 0.67% |
| ONE BENEFIT SOURCE3 | 8383 WILSHIRE BOULEVARD SUITE 800 BEVERLY HILLS, CA 90211 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 24.62% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEEFIT GROUP | 8000 NORMAN CENTER DR SUITE 605 BLOOMINGTON ST, MN 55437 | METROPOLITAN LIFE INSURANCE COMPANY | $181 | — | $181 | 4.06% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS | 1787 SENTRY PKWY W BLDG 16 SUITE 320 BLUE BELL ST, PA 19422 | METROPOLITAN LIFE INSURANCE COMPANY | $93 | — | $93 | 2.09% |
| ONE BENEFIT SOURCE3 | 8383 WILSHIRE BOULEVARD SUITE 800 BEVERLY HILLS, CA 90211 | METROPOLITAN LIFE INSURANCE COMPANY | $726 | $0 | $726 | 24.50% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP, INC | 8000 NORMAN CENTER DRIVE SUITE 605 BLOOMINGTON, MN 55437 | METROPOLITAN LIFE INSURANCE COMPANY | $120 | $62 | $182 | 6.14% |
| ASSUREDPARTNERS Filed as: EMERSON ROGERS | 1787 SENTRY PRKWY W BLDG SUITE 320 BLUE BELL, PA 19422 | METROPOLITAN LIFE INSURANCE COMPANY | $62 | — | $62 | 2.09% |
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 | 306 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 306 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | HEALTH NET | 134 | $2.4M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN INSURANCE COMPANY | 306 | $277K |
| Vision | METROPOLITAN INSURANCE COMPANY | 306 | $272K |
| Life insurance | METROPOLITAN INSURANCE COMPANY | 306 | $272K |
| Short-term disability | METROPOLITAN INSURANCE COMPANY | 306 | $272K |
| Long-term disability | METROPOLITAN INSURANCE COMPANY | 306 | $272K |
| Other | METROPOLITAN INSURANCE COMPANY | 306 | $272K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 306 | — |
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.