| 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 | $150K | $0 | $150K | 3.03% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | AETNA HEALTH OF CALIFORNIA, INC. | $53K | $0 | $53K | 2.51% |
| 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. | $21K | $0 | $21K | 1.03% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | AETNA LIFE INSURANCE COMPANY | $14K | $0 | $14K | 2.46% |
| 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 | $6K | $0 | $6K | 1.00% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS AND FIN. SVCS | UNKNOWN DALLAS, TX 75251 | UNITED CONCORDIA INSURANCE COMPANY | $0 | $18K | $18K | 3.86% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | UNITED CONCORDIA INSURANCE COMPANY | $14K | $0 | $14K | 2.89% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 1820 EAST FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | TRUSTMARK INSURANCE COMPANY | $33K | $0 | $33K | 11.59% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $0 | $12K | 11.58% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | VISION SERVICE PLAN | $2K | $0 | $2K | 2.69% |
| 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 | $6K | $0 | $6K | 20.00% |
| US NATIONAL BENEFIT PARTNERS WEST3 | 99 WOOD AVENUE SOUTH, SUITE 500 ISELIN, CA 08830 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $2K | $2K | 5.00% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES INC. | 6300 WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CA 90048 | REACH EMPLOYEE ASSISTANCE, INC. | $815 | $0 | $815 | 3.00% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 3100 EAST MIRALOMA AVENUE ANAHEIM, CA 92806 | AMERICAN FIDELITY ASSURANCE COMPANY | $643 | $0 | $643 | 12.15% |
| HEALTH FORUM3 | UNKNOWN CHICAGO, IL 60606 | AMERICAN FIDELITY ASSURANCE COMPANY | $232 | $0 | $232 | 4.38% |
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 | 846 | 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) | 846 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 436 | $7.6M |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 1,238 | $473K |
| Vision | VISION SERVICE PLAN | 770 | $93K |
| Life insurance(2 contracts, 2 carriers) | TRUSTMARK INSURANCE COMPANY | 846 | $386K |
| Short-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 21 | $5K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 74 | $32K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 436 | $7.6M |
| Other(4 contracts, 4 carriers) | TRUSTMARK INSURANCE COMPANY | 1,106 | $418K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,238 | — |
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.