| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | — | $2K | $2K | 0.13% |
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISORS - SOCAL | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | UNITED HEALTHCARE INSURANCE COMPANY | $56K | — | $56K | 6.60% |
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISOR-WSTLKVLG CA | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | UNITED HEALTHCARE INSURANCE COMPANY | — | $2K | $2K | 0.26% |
| DIGITAL INSURANCE LLC3 | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $105K | $26K | $131K | 24.30% |
| ENROLLEASE3 Filed as: DIGITAL BENEFIT ADVISORS - SOCAL | 200 GALLERIA PARKWA SE, SUITE 1950 ATLANTA, GA 303395946 | UNITED HEALTHCARE INSURANCE COMPANY | $12K | — | $12K | 6.00% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN INC. | $11K | — | $11K | 5.35% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF NEVADA LLC | 5985 HOME GARDENS DRIVE, SUITE A RENO, NV 895026276 | KAISER FOUNDATION HEALTH PLAN INC. | -$52 | — | -$52 | -0.03% |
| DIGITAL INSURANCE LLC3 Filed as: DIGITAL INSURANCE INC. | 200 GALLERIA PARKWAY SE, SUITE 1950 ATLANTA, GA 303395946 | KAISER FOUNDATION HEALTH PLAN INC. | $2K | — | $2K | 5.32% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF OREGON, LLC | 941 OAK STREET EUGENE, OR 97401 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $553 | — | $553 | 5.12% |
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 | 868 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 874 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 297 | $7.3M |
| Dental(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,166 | $656K |
| Vision(2 contracts, 2 carriers) | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,166 | $656K |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,166 | $539K |
| Short-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,166 | $539K |
| Long-term disability | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,166 | $539K |
| Prescription drug(12 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 297 | $7.3M |
| Other | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 1,166 | $539K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,166 | — |
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.