| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULVARD, SUITE 700 LOS ANGELES, CA 90048 | KAISER FOUNDATION HEALTH PLAN INC | $256K | $0 | $256K | 3.78% |
| MARTIN FISHMAN3 | 6300 WILSHIRE BOULVARD, SUITE 700 LOS ANGELES, CA 90048 | KAISER FOUNDATION HEALTH PLAN INC | $158 | $0 | $158 | 0.00% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULVARD, SUITE 700 LOS ANGELES, CA 90048 | HEALTH NET | $132K | $0 | $132K | 2.46% |
| MARTIN FISHMAN3 Filed as: MARTIN BARRY FISHMAN | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | HEALTH NET | -$279 | $0 | -$279 | -0.01% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULVARD, SUITE 700 LOS ANGELES, CA 90048 | PREMIER ACCESS INSURANCE COMPANY | $22K | $0 | $22K | 3.08% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 1820 EAST FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | CONTINENTAL AMERICAN INSURANCE COMPANY | $177K | $0 | $177K | 34.80% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 1820 EAST FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | TRUSTMARK INSURANCE COMPANY | $42K | $0 | $42K | 19.81% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULVARD, SUITE 700 LOS ANGELES, CA 90048 | VISION SERVICE PLAN | $4K | $0 | $4K | 2.13% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULVARD, SUITE 700 LOS ANGELES, CA 90048 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $0 | $9K | 5.67% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 1820 EAST FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $12K | $0 | $12K | 20.00% |
| BRIAN EDWARD JUND3 Filed as: BRIAN JUND | 23282 MILL CREEK DRIVE SUITE 390 LAGUNA HILLS, CA 92653 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $3K | $3K | 5.00% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULVARD, SUITE 700 LOS ANGELES, CA 90048 | REACH EMPLOYEE ASSISTANCE, INC. | $2K | $0 | $2K | 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 | 1,475 | 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) | 1,475 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,224 | $12.1M |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 2,327 | $708K |
| Vision | VISION SERVICE PLAN | 1,407 | $166K |
| Life insurance(2 contracts, 2 carriers) | TRUSTMARK INSURANCE COMPANY | 1,475 | $366K |
| Short-term disability | CONTINENTAL AMERICAN INSURANCE COMPANY | 953 | $508K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 171 | $59K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,224 | $12.1M |
| Other(4 contracts, 4 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,092 | $924K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,327 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.