| 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 | $269K | $0 | $269K | 3.58% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOC., INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | HEALTH NET | $141K | $0 | $141K | 2.48% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOC., INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | CYPRESS DENTAL ADMINISTRATORS | $15K | $0 | $15K | 2.93% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 1820 EAST FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43K | $0 | $43K | 9.61% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 1820 EAST FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | TRUSTMARK INSURANCE COMPANY | $40K | $0 | $40K | 14.05% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOC., INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $0 | $15K | 7.68% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOC., INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | VISION SERVICE PLAN | $4K | $0 | $4K | 2.12% |
| 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% |
| US NATIONAL BENEFIT PARTNERS WEST3 | 99 WOOD AVENUE SOUTH, SUITE 500 ISELIN, CA 08830 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $4K | $4K | 5.00% |
| 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 | $1K | $0 | $1K | 12.39% |
| AHA FINANCIAL SOLUTIONS, INC.3 Filed as: AHA SOLUTIONS, INC. | 1820 EAST 1ST STREET, SUITE 400 SANTA ANA, CA 92705 | AMERICAN FIDELITY ASSURANCE COMPANY | $331 | $0 | $331 | 4.05% |
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 | 1,604 | 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) | 1,604 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,250 | $13.2M |
| Dental | CYPRESS DENTAL ADMINISTRATORS | 1,441 | $514K |
| Vision | VISION SERVICE PLAN | 1,431 | $172K |
| Life insurance(2 contracts, 2 carriers) | TRUSTMARK INSURANCE COMPANY | 1,604 | $490K |
| Short-term disability(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 1,036 | $458K |
| Long-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 99 | $96K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,250 | $13.2M |
| Other(5 contracts, 5 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 2,096 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,096 | — |
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.