| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | KAISER FOUNDATION HEALTH PLAN INC | $151K | $0 | $151K | 2.98% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULEVARD LOS ANGELES, CA 90048 | AETNA HEALTH OF CALIFORNIA, INC. | $56K | $0 | $56K | 2.29% |
| DKG INSURANCE & FINANCIAL SERVICES3 Filed as: DKG INS. AND FIN. SERVICES INC. | 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251 | AETNA HEALTH OF CALIFORNIA, INC. | $23K | $0 | $23K | 0.94% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULEVARD LOS ANGELES, CA 90048 | AETNA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 2.23% |
| DKG INSURANCE & FINANCIAL SERVICES3 Filed as: DKG INS. AND FIN. SERVICES INC. | 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251 | AETNA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 0.91% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 1820 EAST FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | TRUSTMARK INSURANCE COMPANY | $34K | $0 | $34K | 13.58% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $0 | $9K | 7.02% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | VISION SERVICE PLAN | $3K | $0 | $3K | 2.56% |
| 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 | $17K | $0 | $17K | 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 ASSOCIATES, INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | CYPRESS DENTAL ADMINISTRATORS | $4K | $0 | $4K | 5.94% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULEVARD LOS ANGELES, CA 90048 | REACH EMPLOYEE ASSISTANCE, INC. | $796 | $0 | $796 | 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 | $623 | $0 | $623 | 12.20% |
| HEALTH FORUM3 | UNKNOWN CHICAGO, IL 60606 | AMERICAN FIDELITY ASSURANCE COMPANY | $217 | $0 | $217 | 4.25% |
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 | 1,222 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,229 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 684 | $7.9M |
| Dental | CYPRESS DENTAL ADMINISTRATORS | 774 | $74K |
| Vision | VISION SERVICE PLAN | 707 | $98K |
| Life insurance(2 contracts, 2 carriers) | TRUSTMARK INSURANCE COMPANY | 1,222 | $382K |
| Short-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 21 | $5K |
| Long-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 186 | $91K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 684 | $7.9M |
| Other(4 contracts, 4 carriers) | TRUSTMARK INSURANCE COMPANY | 1,222 | $413K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,222 | — |
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.