| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOC., INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | KAISER FOUNDATION HEALTH PLAN INC | $240K | $0 | $240K | 3.25% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOC., INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | HEALTH NET | $135K | $0 | $135K | 2.38% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOC., INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $18K | $0 | $18K | 3.18% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 1820 EAST FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | CONTINENTAL AMERICAN INSURANCE COMPANY | $82K | $0 | $82K | 19.27% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 1820 EAST FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | TRUSTMARK INSURANCE COMPANY | $31K | $0 | $31K | 13.38% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOC., INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | VISION SERVICE PLAN | $3K | $0 | $3K | 2.06% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOC., INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | PREMIER ACCESS INSURANCE COMPANY | $3K | $0 | $3K | 2.98% |
| 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 | $18K | $0 | $18K | 20.00% |
| BRIAN EDWARD JUND3 | 23282 MILL CREEK DRIVE, SUITE 390 LAGUNA HILLS, CA 92653 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $5K | $5K | 5.00% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOC., INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.86% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOC., INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | REACH EMPLOYEE ASSISTANCE, INC. | $2K | $0 | $2K | 3.00% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 1820 EAST FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | AMERICAN FIDELITY ASSURANCE COMPANY | $987 | $0 | $987 | 12.22% |
| HEALTH FORUM3 | UNKNOWN CHICAGO, IL 60606 | AMERICAN FIDELITY ASSURANCE COMPANY | $306 | $0 | $306 | 3.79% |
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 | 1,349 | 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) | 1,349 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,219 | $13.0M |
| Dental(2 contracts, 2 carriers) | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 2,325 | $669K |
| Vision | VISION SERVICE PLAN | 1,402 | $167K |
| Life insurance(2 contracts, 2 carriers) | TRUSTMARK INSURANCE COMPANY | 1,501 | $319K |
| Short-term disability(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 953 | $433K |
| Long-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 109 | $100K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,219 | $13.0M |
| Other(5 contracts, 5 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,056 | $805K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,325 | — |
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.