| 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 | $163K | $0 | $163K | 3.07% |
| ALLIANT INSURANCE SERVICES, INC.3 | 320 WEST 57TH STREET NEW YORK, NY 10019 | KAISER FOUNDATION HEALTH PLAN INC | $117 | $0 | $117 | 0.00% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULEVARD LOS ANGELES, CA 90048 | AETNA HEALTH OF CALIFORNIA, INC. | $60K | $0 | $60K | 2.46% |
| DKG INSURANCE & FINANCIAL SERVICES3 Filed as: DKG INS AND FIN SERVICES, INC. | 12404 PARK CENTRAL DRIVE SUITE 400 SOUTH DALLAS, TX 75251 | AETNA HEALTH OF CALIFORNIA, INC. | $25K | $0 | $25K | 1.00% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULEVARD SUITE 700 LOS ANGELES, CA 90048 | AETNA LIFE INSURANCE COMPANY | $21K | $0 | $21K | 2.44% |
| DKG INSURANCE & FINANCIAL SERVICES3 Filed as: DKG INS AND FIN SERVICES, INC. | 12404 PARK CENTRAL DRIVE SUITE 400 SOUTH DALLAS, TX 75251 | AETNA LIFE INSURANCE COMPANY | $9K | $0 | $9K | 1.00% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6420 WILSHIRE BOULEVARD SUITE 720 LOS ANGELES, CA 90048 | UNITED CONCORDIA INSURANCE COMPANY | $15K | $0 | $15K | 2.98% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS AND FIN SERVICES | UNKNOWN DALLAS, TX 75251 | UNITED CONCORDIA INSURANCE COMPANY | $0 | $10K | $10K | 1.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | UNKNOWN SAN DIEGO, CA 92101 | UNITED CONCORDIA INSURANCE COMPANY | $138 | $922 | $1K | 0.21% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 3100 EAST MIRALOMA AVENUE SUITE 240 ANAHEIM, CA 92806 | TRUSTMARK INSURANCE COMPANY | $44K | $0 | $44K | 14.06% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 3100 EAST MIRALOMA AVENUE SUITE 240 ANAHEIM, CA 92806 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $3K | $13K | 5.76% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6300 WILSHIRE BOULEVARD SUITE 700 LOS ANGELES, CA 90048 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $0 | $10K | 4.09% |
| MARTIN FISHMAN3 Filed as: MARTIN FISHMAN AND ASSOCIATES, INC. | 6420 WILSHIRE BOULEVARD SUITE 720 LOS ANGELES, CA 90048 | VISION SERVICE PLAN | $2K | $0 | $2K | 2.15% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | VISION SERVICE PLAN | $580 | $0 | $580 | 0.62% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 1820 EAST 1ST STREET SUITE 400 SANTA ANA, CA 92705 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | $0 | $9K | 20.00% |
| US NATIONAL BENEFIT PARTNERS WEST3 | 99 WOOD AVENUE SOUTH SUITE 501 ISELIN, NJ 08830 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $2K | $2K | 5.00% |
| REACH EMPLOYEE ASSISTANCE, INC.3 | UNKNOWN CERRITOS, CA 90703 | REACH EMPLOYEE ASSISTANCE, INC. | $845 | $0 | $845 | 3.00% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, INC. | 3100 EAST MIRALOMA AVENUE SUITE 240 ANAHEIM, CA 92806 | AMERICAN FIDELITY ASSURANCE COMPANY | $560 | $0 | $560 | 12.00% |
| AIIA SOLUTIONS, INC.3 | UNKNOWN CHICAGO, IL 60606 | AMERICAN FIDELITY ASSURANCE COMPANY | $212 | $0 | $212 | 4.54% |
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 | 849 | 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) | 849 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 397 | $8.6M |
| Dental | UNITED CONCORDIA INSURANCE COMPANY | 1,262 | $505K |
| Vision | VISION SERVICE PLAN | 846 | $94K |
| Life insurance(2 contracts, 2 carriers) | TRUSTMARK INSURANCE COMPANY | 849 | $547K |
| Short-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 849 | $238K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 42 | $43K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 397 | $8.6M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 849 | $266K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,262 | — |
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.