| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, LLC | 7701 AIRPORT CENTER DRIVE GREENSBORO, NC 27409 | ANTHEM BLUE CROSS | $25K | — | $25K | 1.49% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SERVICES | 32110 AGOURA RD WESTLAKE VILLAGE, CA 91361 | ANTHEM BLUE CROSS | — | $12K | $12K | 0.74% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL INS. SVCS., INC. | PO BOX 2158 RIVERSIDE, CA 92516 | ANTHEM BLUE CROSS | -$116 | $1 | -$115 | -0.01% |
| MCGRIFF INSURANCE SERVICES INC3 | 130 THEORY STE 200 IRVINE, CA 926173065 | KAISER FOUNDATION HEALTH PLAN, INC. | $14K | — | $14K | 4.81% |
| MCGRIFF INSURANCE SERVICES INC3 | 130 THEORY STE 200 IRVINE, CA 926173065 | KAISER FOUNDATION HEALTH PLAN INC | $10K | — | $10K | 4.82% |
| REUBEN WARNER ASSOCIATES, INC.3 Filed as: WARNER PACIFIC INSURANCE SVCS., INC | 32110 AGOURA ROAD WESTLAKE VILLAGE, CA 913614026 | KAISER FOUNDATION HEALTH PLAN INC | $3K | — | $3K | 1.68% |
| MCGRIFF INSURANCE SERVICES INC3 | 750 B ST STE 2400 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $2K | $13K | 11.45% |
| MCGRIFF INSURANCE SERVICES INC3 | 750 B ST STE 2400 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $902 | $6K | 17.78% |
| MCGRIFF INSURANCE SERVICES INC3 | 750 B ST STE 2400 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $880 | $5K | 18.18% |
| MCGRIFF INSURANCE SERVICES INC3 | 750 B ST STE 2400 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $893 | $5K | 18.24% |
| MCGRIFF INSURANCE SERVICES INC3 | 750 B ST STE 2400 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $612 | $4K | 17.72% |
| MCGRIFF INSURANCE SERVICES INC3 | 750 B ST STE 2400 SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $476 | $3K | 18.29% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SVCS | PO BOX 896620 CHARLOTTE, NC 28289 | CALIFORNIA DENTAL NETWORK, INC. | $860 | — | $860 | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES, INC. | 130 THEORY, STE. 200 IRVINE, CA 92617 | DELTA DENTAL OF CALIFORNIA | $186 | — | $186 | 10.02% |
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 | 223 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 232 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | ANTHEM BLUE CROSS | 235 | $2.2M |
| Dental(4 contracts, 4 carriers) | ANTHEM BLUE CROSS | 235 | $1.8M |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 235 | $23K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 295 | $42K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 35 | $32K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 295 | $28K |
| Prescription drug(3 contracts, 2 carriers) | ANTHEM BLUE CROSS | 235 | $2.2M |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 295 | $42K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 295 | — |
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.