| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARTIN FISHMAN3 | 600 WILSHIRE BLVD SUITE 700 LOS ANGELES, CA 90048 | HEALTH NET | $131K | — | $131K | 2.45% |
| MARTIN FISHMAN3 | 6300 WILSHIRE BLVD SUITE 700 LOS ANGELES, CA 90048 | KAISER | $94K | — | $94K | 3.81% |
| MARTIN FISHMAN3 | 6300 WILSHIRE BLVD SUITE 700 LOS ANGELES, CA 900485206 | KAISER FOUNDATION HEALTH PLAN | $85K | — | $85K | 3.79% |
| MARTIN FISHMAN3 | 6300 WILSHIRE BLVD SUITE 700 LOS ANGELES, CA 90048 | KAISER FOUNDATION HEALTH PLAN, INC. | $52K | — | $52K | 3.76% |
| MARTIN FISHMAN3 | 6300 WILSHIRE BLVD. SUITE 700 LOS ANGELES, CA 90048 | PREMIER ACCESS INSURANCE COMPANY | $21K | — | $21K | 3.01% |
| MARTIN FISHMAN3 | 6300 WILSHIRE BLVD., SUITE 700 LOS ANGELES, CA 90048 | KAISER FOUNDATION HEALTH PLAN, INC. | $25K | — | $25K | 3.66% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY | 1820 EAST FIRST STREET SUITE 400 SANTA ANA, CA 92705 | TRUSTMARK INSURANCE COMPANY | $40K | — | $40K | 18.31% |
| MARTIN FISHMAN3 | 6300 WILSHIRE BLVD. SUITE 700 LOS ANGELES, CA 90048 | METROPOLITAN LIFE INUSRANCE COMPANY | $7K | — | $7K | 4.50% |
| MARTIN FISHMAN3 | 6300 WILSHIRE BLVD. SUITE 700 LOS ANGELES, CA 90048 | REACH EMPLOYEE ASSISTANCE, INC. | $1K | — | $1K | 3.00% |
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 | 1,329 | 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) | 1,329 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HEALTH NET | 544 | $7.6M |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 1,343 | $691K |
| Life insurance(2 contracts, 2 carriers) | TRUSTMARK INSURANCE COMPANY | 1,501 | $380K |
| Short-term disability | TRUSTMARK INSURANCE COMPANY | 205 | $218K |
| Other(3 contracts, 3 carriers) | TRUSTMARK INSURANCE COMPANY | 1,501 | $414K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,501 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.