| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 926608891 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $126 | $8K | 4.87% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $17 | $7K | 4.13% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1K | $1K | 0.82% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | PO BOX 101809 PASADENA, CA 91189 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 15.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 4.76% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | PO BOX 101809 PASADENA, CA 91189 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 15.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.90% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | PO BOX 101809 PASADENA, CA 91189 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | — | $7K | 15.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.75% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | PO BOX 101809 PASADENA, CA 91189 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 4.76% |
| PROFESSIONAL GROUP PLANS INC3 | 225 WIRELESS BLVD STE 200 HAUPPAUGE, NY 117883914 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $964 | — | $964 | 4.20% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 4675 MACARTHUR CT STE 750 NEWPORT BEACH, CA 926608891 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $964 | — | $964 | 4.20% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD STE 800 CONCORD, CA 945207924 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | — | $193 | $193 | 0.84% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | PO BOX 101809 PASADENA, CA 91189 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 20.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $880 | $880 | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $856 | $856 | 4.86% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | PO BOX 101809 PASADENA, CA 91189 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 22.88% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $880 | $880 | 5.72% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $732 | $732 | 4.76% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | PO BOX 101809 PASADENA, CA 91189 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $826 | — | $826 | 15.01% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $275 | $275 | 5.00% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $270 | $270 | 4.91% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS RD SUITE 800 CONCORD, CA 94520 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $15K | $3K | $18K | 3998.21% |
| SOLANA INSURANCE SERVICES INC.3 Filed as: SOLANA INSURANCE SERVICES INC | 2700 NEWPORT BL 184 NEWPORRT BEACH, CA 92663 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $4K | — | $4K | 815.92% |
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 | 316 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 316 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 0 | $446 |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 214 | $197K |
| Vision(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 214 | $174K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 316 | $95K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 318 | $37K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 318 | $64K |
| Prescription drug | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 0 | $446 |
| Other(4 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 316 | $84K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 318 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.