| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THAXTON & ASSOCIATES CREATIVE3 | INSURANCE SERVICES 11338 MOORPARK ST STUDIO CITY, CA 916022619 | KAISER FOUNDATION HEALTH PLAN INC | $34K | — | $34K | 3.68% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 425 CALIFORNIA ST STE 2400 SAN FRANCISCO, CA 941042215 | KAISER FOUNDATION HEALTH PLAN INC | $10K | $2K | $12K | 1.26% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP | 130 N BRAND BLVD STE 310 GLENDALE, CA 912032646 | KAISER FOUNDATION HEALTH PLAN INC | $816 | — | $816 | 0.09% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INSURANCE CE | 1 VENTURE SUITE 220 IRVINE, CA 92618 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 5.81% |
| THAXTON & ASSOCIATES CREATIVE3 | 11338 MOORPARK STREET STUDIO CITY, CA 91602 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $352 | — | $352 | 0.33% |
| ROGERS BENEFIT GROUP INC3 | 9909 MIRA MESA BLVD STE 160 SAN DIEGO, CA 92131 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $88 | — | $88 | 0.08% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE COMPANY | P.O BOX 25360 OKLAHOMA CITY, OK 731250360 | AMERICAN FIDELITY ASSURANCE COMPANY | $578 | — | $578 | 0.77% |
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 | 196 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 213 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 190 | $921K |
| Dental | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 196 | $105K |
| Vision | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 196 | $105K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 196 | $105K |
| Short-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 37 | $75K |
| Long-term disability | AMERICAN FIDELITY ASSURANCE COMPANY | 37 | $75K |
| Other(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 196 | $181K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 196 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.