| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 135 MAIN STREET FL 21 SAN FRANCISCO, CA 941068115 | KAISER FOUNDATION HEALTH PLAN REGION CA | $32K | — | $32K | 1.47% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVE, SUITE 325 WOODLAND HILLS, CA 91367 | KAISER FOUNDATION HEALTH PLAN REGION CA | $28K | — | $28K | 1.27% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD PENTHOUSE FL IRVINE, CA 92612 | UNITED CONCORDIA INSURANCE COMPANY | $8K | — | $8K | 5.05% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVE STE 325 WOODLAND HILLS, CA 91367 | UNITED CONCORDIA INSURANCE COMPANY | $8K | — | $8K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3000 EXECUTIVE PARKWAY SUITE 325 SAN RAMON, CA 94583 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 5.38% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVE, SUITE 325 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 3.74% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3000 EXECUTIVE PARKWAY, SUITE 325 SAN RAMON, CA 94583 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | — | $3K | 9.77% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVE, SUITE 325 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 5.23% |
| EDGEOOD PARTNERS INSURANCE3 | 3000 EXECUTIVE PARKWAY SUITE 325 SAN RAMON, CA 94583 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | $0 | $2K | 5.86% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVE, SUITE 325 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $0 | $1K | 3.55% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOICATES | 6200 CANOGA AVE STE 325 WOODLAND HILLS, CA 91367 | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC | $1K | — | $1K | 5.19% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1900 MACARTHUR BLVD PENTHOUSE FL IRVINE, CA 92612 | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC | $1K | — | $1K | 4.93% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | PO BOX 511398 LOS ANGELES, CA 900517953 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.77% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVE, SUITE 325 WOODLAND HILLS, CA 91367 | METROPOLITAN LIFE INSURANCE COMPANY | $733 | $220 | $953 | 5.26% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD PENTHOUSE FL IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 9.63% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVE STE 325 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $836 | — | $836 | 5.37% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3000 EXECUTIVE PARKWAY SUITE 325 SAN RAMON, CA 94583 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $907 | $0 | $907 | 6.22% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVE, SUITE 325 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $550 | $0 | $550 | 3.77% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD PENTHOUSE FL IRVINE, CA 92612 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 9.61% |
| PETER C. FOY & ASSOCIATES3 Filed as: PETER FOY & ASSOCIATES | 6200 CANOGA AVE STE 325 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $591 | — | $591 | 5.38% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3000 EXECUTIVE PARKWAY SUITE 325 SAN RAMON, CA 94583 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $195 | — | $195 | 5.35% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVE, SUITE 325 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $138 | — | $138 | 3.79% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE | 3000 EXECUTIVE PARKWAY SUITE 325 SAN RAMON, CA 94583 | LIFE INSURANCE COMPANY OF N. AMERICA | $275 | $0 | $275 | 9.60% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVE, SUITE 325 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF N. AMERICA | $155 | $0 | $155 | 5.41% |
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 | 323 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 323 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN REGION CA | 382 | $2.2M |
| Dental(2 contracts, 2 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 296 | $188K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 272 | $18K |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 323 | $45K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 61 | $28K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 323 | $30K |
| Other(4 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 323 | $33K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 382 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.