| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE 325 WOODLAND HILLS, CA 91367 | KAISER FOUNDATION HEALTH PLAN INC. | $9K | $0 | $9K | 0.30% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE 325 WOODLAND HILLS, CA 91367 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE325 WOODLAND HILLS, CA 91367 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $23K | $23K | 5.96% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE325 WOODLAND HILLS, CA 91367 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $21K | $21K | 5.95% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE325 WOODLAND HILLS, CA 91367 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $19K | $19K | 5.96% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE325 WOODLAND HILLS, CA 91367 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $18K | $18K | 5.93% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE 325 WOODLAND HILLS, CA 91367 | VISION SERVICE PLAN | $0 | $0 | $0 | 0.00% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE 325 WOODLAND HILLS, CA 91367 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $8 | $0 | $8 | 0.01% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE 325 WOODLAND HILLS, CA 91367 | BRIGHTER INC. | $0 | $0 | $0 | 0.00% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE 325 WOODLAND HILLS, CA 91367 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $4K | $4K | 5.98% |
| ANTHEM INSURANCE COMPANIES, INC.0 Filed as: ANTHEM INSURANCE COMPANIES | 21555 OXNARD STREET WOODLAND HILLS, CA 91367 | FOUR EVER LIFE INSURANCE COMPANY | $0 | $1K | $1K | 4.00% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE 325 WOODLAND HILLS, CA 91367 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE325 WOODLAND HILLS, CA 91367 | MANAGED HEALTH NETWORK | $0 | $0 | $0 | 0.00% |
| PETER C. FOY & ASSOCIATES3 | 6200 CANOGA AVENUE SUITE 325 WOODLAND HILLS, AA 91367 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | P.O. BOX 30555 SALT LAKE CITY, UT 84130 | $846K |
| PETER C. FOY & ASSOCIATES EIN 95-4281021 INSURANCE AGENT & BROKER | Insurance agents and brokers Service code 22 | 6200 CANOGA AVENUE SUITE 325 WOODLAND HILLS, CA 91367 | $0 |
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 | 2,328 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,328 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 767 | $3.1M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 3,300 | $274K |
| Vision | VISION SERVICE PLAN | 1,814 | $261K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,328 | $312K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,322 | $304K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,327 | $350K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 767 | $3.1M |
| Other(7 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 3,013 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,300 | — |
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."
No prospect flags tripped on this filing.