| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| YOURPEOPLE, INC.3 | DEPT LA 24402 PASADENA, CA 91185 | KAISER FOUNDATION HEALTH PLAN INC. | $11K | — | $11K | 2.25% |
| BURNHAM BENEFITS INSURANCE SERVICES3 | 2211 MICHELSON DRIVE, SUITE 1200 IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | $12 | $4K | 0.84% |
| YOURPEOPLE, INC.3 | DEPT LA 24402 PASADENA, CA 91185 | KAISER FOUNDATION HEALTH PLAN INC. | $8K | — | $8K | 3.76% |
| BURNHAM BENEFITS INSURANCE SERVICES3 | 2211 MICHELSON DRIVE, SUITE 1200 IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN INC. | $2K | $5 | $2K | 0.80% |
| YOURPEOPLE, INC.3 | DEPT LA 24402 PASADENA, CA 91185 | DELTA DENTAL OF CALIFORNIA | $2K | — | $2K | 8.05% |
| BURNHAM BENEFITS INSURANCE SERVICES3 | 2211 MICHELSON DRIVE, SUITE 1200 IRVINE, CA 92612 | DELTA DENTAL OF CALIFORNIA | $431 | — | $431 | 1.95% |
| YOURPEOPLE, INC.3 | DEPT LA 24402 PASADENA, CA 91185 | DELTA DENTAL OF CALIFORNIA | $2K | — | $2K | 8.41% |
| BURNHAM BENEFITS INSURANCE SERVICES3 | 2211 MICHELSON DRIVE, SUITE 1200 IRVINE, CA 92612 | DELTA DENTAL OF CALIFORNIA | $310 | — | $310 | 1.59% |
| INSUREYOURPEOPLE, LLC3 Filed as: INSUREYOURPEOPLE LLC | 40 E. RIO SALADO PKWY. 900 TEMPE, AZ 85281 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $334 | — | $334 | 2.14% |
| BURNHAM BENEFITS INSURANCE SERVICES3 | 2211 MICHELSON DRIVE, SUITE 1200 IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $111 | — | $111 | 0.71% |
| YOURPEOPLE, INC.3 | P.O. BOX 845661 LOS ANGELES, CA 90084 | VISION SERVICE PLAN | $737 | — | $737 | 5.47% |
| BURNHAM BENEFITS INSURANCE SERVICES3 | 2211 MICHELSON DRIVE, SUITE 1200 IRVINE, CA 92612 | VISION SERVICE PLAN | $165 | — | $165 | 1.23% |
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 | 145 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 148 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 132 | $726K |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 104 | $42K |
| Vision | VISION SERVICE PLAN | 96 | $13K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 132 | $726K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 132 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.