| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES INC | 100 N 1ST ST STE 301 BURBANK, CA 91502 | UNITEDHEALTHCARE INSURANCE COMPANY | $20K | — | $20K | 3.24% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC - | MO PO BOX 632886 CINCINNATI, OH 45263 | UNITEDHEALTHCARE INSURANCE COMPANY | $15K | — | $15K | 2.31% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SERVICES, | INC. 2255 GLADES RD STE 321A BOCA RATON, FL 334317383 | KAISER FOUNDATION HEALTH PLAN, INC. | $8K | — | $8K | 2.84% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES, INC. | 100 N FIRST ST STE 301 BURBANK, CA 915021845 | KAISER FOUNDATION HEALTH PLAN, INC. | $6K | — | $6K | 2.11% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SERVICES, | INC. 2255 GLADES RD STE 321A BOCA RATON, FL 334317383 | KAISER FOUNDATION HEALTH PLAN, INC. | $4K | — | $4K | 2.86% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES, INC. | 100 N FIRST ST STE 301 BURBANK, CA 915021845 | KAISER FOUNDATION HEALTH PLAN, INC. | $3K | — | $3K | 2.22% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES INC | 100 N 1ST ST STE 301 BURBANK, CA 915021845 | HUMANA INSURANCE COMPANY | $3K | — | $3K | 3.56% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | P O BOX 632886 CINCINNATI, OH 452632886 | HUMANA INSURANCE COMPANY | $927 | $147 | $1K | 1.28% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES INC | 301 E. COLORADO BLVD. #200 PASADENA, CA 91101 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 8.78% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INSURANCE SERV | 721 EMERSON ROAD STE. 400 SAINT LOUIS, MO 63141 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 5.17% |
| ENROLLEASE3 | 660 YORK STREET SUITE 102 SAN FRANCISCO, CA 94110 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $822 | — | $822 | 2.03% |
| ASSUREDPARTNERS3 Filed as: UNITED AGENCIES INC | 100 N 1ST ST STE 301 BURBANK, CA 915021845 | HUMANADENTAL INSURANCE COMPANY | $23 | — | $23 | 3.96% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES INC | P O BOX 632886 CINCINNATI, OH 452632886 | HUMANADENTAL INSURANCE COMPANY | $5 | $3 | $8 | 1.38% |
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 | 81 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 83 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 43 | $1.1M |
| Dental(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 72 | $84K |
| Vision | HUMANA INSURANCE COMPANY | 72 | $84K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 78 | $41K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 78 | $41K |
| Other | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 78 | $41K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 78 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.