| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN INC. | $41K | — | $41K | 3.48% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS SVCS LLC | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $106K | $12K | $118K | 22.30% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $71K | — | $71K | 13.52% |
| COMPSYCH5 | 455 NORTH CITYFRONT PLAZA DRIVE 13TH FLOOR CHICAGO, IL 60611 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $5K | $5K | 0.85% |
| CRAWFORD ADVISORS, LLC3 Filed as: CRAWFORD ADVISORS LLC | 10 NORTH PARK DRIVE STE 200 HUNT VALLEY, MD 21030 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $4K | $4K | 0.75% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $134 | $134 | 0.03% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | $39 | $6K | 5.51% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 3.65% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN INC. | $2K | — | $2K | 3.25% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS SVCS LLC | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | DELTA DENTAL OF CALIFORNIA | $2K | — | $2K | 10.00% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS SVCS LLC | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | METLIFE LEGAL PLANS | $2K | $20 | $2K | 10.15% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 15.00% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 15.00% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 20.00% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $200 | — | $200 | 10.00% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $60 | — | $60 | 9.92% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 13750 SAN PEDRO AVE STE 550 SAN ANTONIO, TX 78232 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $20 | $1K | 185.30% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | METROPOLITAN LIFE INSURANCE COMPANY | $775 | $163 | $938 | 160.34% |
| ACCRETIVE ENROLLMENT SERVICES LLC3 Filed as: ACCRETIVE ENROLLMENT SERVICES | 27064 OAKMEAD DRIVE PERRYSBURG, OH 43551 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1 | $1 | 0.17% |
| ASSUREDPARTNERS3 Filed as: ASSUREDPARTNERS OF HOUSTON, LLC | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | FIRST UNUM LIFE INSURANCE COMPANY | $108 | — | $108 | 50.94% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | FIRST UNUM LIFE INSURANCE COMPANY | $72 | — | $72 | 33.96% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 2010 MAIN STREET, SUITE 700 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $15 | — | $15 | 9.93% |
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 | 596 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 30 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 626 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 134 | $1.3M |
| Dental | DELTA DENTAL OF CALIFORNIA | 71 | $25K |
| Life insurance(5 contracts, 4 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 509 | $646K |
| Short-term disability(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 509 | $537K |
| Long-term disability(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 509 | $542K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 134 | $1.3M |
| Other(5 contracts, 4 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 509 | $554K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 509 | — |
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.