| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | LOCKBOX 740659 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN INC. | $11K | $0 | $11K | 2.77% |
| B WOOD INSURANCE AGENCY, INC.3 Filed as: B WOOD INSURANCE AGENCY, INC | 4032 WABASKA DR SAN DIEGO, CA 921071812 | KAISER FOUNDATION HEALTH PLAN INC. | $2K | $0 | $2K | 0.51% |
| AMWINS3 Filed as: LISI LLC | 1600 W HILLSDALE BLVD STE 201 SAN MATEO, CA 94402 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $2 | $1K | 4.18% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DR STE 500 SAN DIEGO, CA 92122 | METROPOLITAN LIFE INSURANCE COMPANY | $830 | $42 | $872 | 3.43% |
| B WOOD INSURANCE AGENCY, INC.3 Filed as: B WOOD INSURANCE AGENCY INC | 4032 WABASKA DR SAN DIEGO, CA 92107 | METROPOLITAN LIFE INSURANCE COMPANY | $229 | $138 | $367 | 1.45% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PAKR 80 PLAZA 2 SADDLE BROOK, NJ 07663 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $208 | $208 | 0.82% |
| MARSH & MCLENNAN AGENCY LLC3 | 26248 ENTERPRISES COURT LAKE FOREST, CA 92630 | MEDIEXCEL HEALTH PLAN | $640 | $0 | $640 | 4.73% |
| B WOOD INSURANCE AGENCY, INC.3 Filed as: B. WOOD INSURANCE AGENCY | 4032 WABASKA DR SAN DIEGO, CA 92107 | MEDIEXCEL HEALTH PLAN | $148 | $0 | $148 | 1.09% |
| AMWINS3 Filed as: LISI LLC | 1600 W HILLSDALE BLVD ATE 201 SAN MATEO, CA 944023766 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $232 | $0 | $232 | 4.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLEANNAN AGENCY LLC | 9171 TOWNE CENTRE DR STE 500 SAN DIEGO, CA 921221238 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $184 | $0 | $184 | 3.19% |
| B WOOD INSURANCE AGENCY, INC.3 Filed as: B WOOD INSURANCE AGENCY INC | 4032 WABASKA DR SAN DIEGO, CA 921071812 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $48 | $29 | $77 | 1.33% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN | 250 PEHLE AVE STE 400 PARK 80 PLAZA 2 SADDLE BROOK, NJ 076635826 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $46 | $46 | 0.80% |
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 | 330 | 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) | 330 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 82 | $405K |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 160 | $31K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 160 | $25K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 160 | $25K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 160 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 160 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.