| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6420 WILSHIRE BOULEVARD SUITE 720 LOS ANGELES, CA 90048 | KAISER FOUNDATION HEALTH PLAN INC | $129K | $0 | $129K | 3.92% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 101 PARK AVENUE 12TH FLOOR NEW YORK, NY 10178 | KAISER FOUNDATION HEALTH PLAN INC | $26K | $0 | $26K | 0.80% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULEVARD LOS ANGELES, CA 90048 | AETNA HEALTH OF CALIFORNIA, INC. | $75K | — | $75K | 2.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA HEALTH OF CALIFORNIA, INC. | $19K | — | $19K | 0.69% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULEVARD LOS ANGELES, CA 90048 | AETNA LIFE INSURANCE COMPANY | $26K | $0 | $26K | 2.73% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SVCS | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA LIFE INSURANCE COMPANY | $6K | — | $6K | 0.68% |
| ALLIANT INSURANCE SERVICES, INC.3 | UNKNOWN SAN DIEGO, CA 92101 | UNITED CONCORDIA INSURANCE COMPANY | $3K | $22K | $25K | 4.56% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6420 WILSHIRE BOULEVARD, SUITE 720 LOS ANGELES, CA 90048 | UNITED CONCORDIA INSURANCE COMPANY | $13K | $0 | $13K | 2.37% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE AND FIN SVCS | UNKNOWN DALLAS, TX 75251 | UNITED CONCORDIA INSURANCE COMPANY | $0 | -$7 | -$7 | -0.00% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY | 3100 EAST MIRALOMA AVENUE SUITE 240 ANAHEIM, CA 92806 | TRUSTMARK INSURANCE COMPANY | $53K | — | $53K | 15.99% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 3100 EAST MIRALOMA AVENUE SUITE 240 ANAHEIM, CA 92806 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $4K | $17K | 8.39% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $0 | $12K | 5.78% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6420 WILSHIRE BOULEVARD SUITE 720 LOS ANGELES, CA 90048 | VISION SERVICE PLAN | $2K | — | $2K | 2.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 745977 LOS ANGELES, CA 90074 | VISION SERVICE PLAN | $536 | — | $536 | 0.50% |
| EOI SERVICE COMPANY INC3 Filed as: EOI ENROLLMENT SERVICES, LLC | 200 GALLERIA PARKWAY SUITE 1950 ATLANTA, GA 30339 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $0 | $7K | 20.00% |
| JUND BRIAN EDWARD3 Filed as: JUND, BRIAN EDWARD | 99 WOOD AVENUE SOUTH, SUITE 501 ISELIN, NJ 08830 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $2K | $2K | 5.00% |
| UNKNOWN3 | UNKNOWN CERRITOS, CA 90703 | REACH EMPLOYEE ASSISTANCE, INC. | $945 | — | $945 | 3.00% |
| EOI SERVICE COMPANY INC3 Filed as: EOI ENROLLMENT SERVICES, LLC | 300 GALLERIA PARKWAY ATLANTA, GA 30339 | AMERICAN FIDELITY ASSURANCE COMPANY | $546 | $0 | $546 | 11.83% |
| AHA FINANCIAL SOLUTIONS, INC.3 Filed as: AHA SOLUTIONS INC | UNKNOWN CHICAGO, IL 60606 | AMERICAN FIDELITY ASSURANCE COMPANY | $219 | $0 | $219 | 4.75% |
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 | 917 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 917 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 453 | $7.0M |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 1,385 | $543K |
| Vision | VISION SERVICE PLAN | 952 | $107K |
| Life insurance(2 contracts, 2 carriers) | TRUSTMARK INSURANCE COMPANY | 917 | $535K |
| Short-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 917 | $209K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 93 | $34K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 453 | $7.0M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 917 | $240K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,385 | — |
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.