| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CALIFORNIA PHYSICIANS SERVICE | $0 | $144K | $144K | 4.23% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN, INC. | $52K | $0 | $52K | 4.87% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | DELTA DENTAL OF CALIFORNIA | $12K | $0 | $12K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $22K | $6K | $28K | 15.27% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $2K | $0 | $2K | 5.38% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 12.67% |
| MELITA-MCDONALD INSURANCE SERVICES3 Filed as: MELITA INSURANCE AGENCY, INC. | PO BOX 610520 SAN JOSE, CA 95161 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $213 | $0 | $213 | 2.34% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN AVENUE, 10TH FLOOR IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $52 | $52 | 0.57% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISORS | 12647 ALCOSTA BOULEVARD SAN RAMON, CA 94583 | LIFESECURE | $752 | — | $752 | 8.42% |
| ADVANCED LTC INSUR SVCS LLC3 Filed as: ADVANCED LTC INSURANCE SERVICE | PO BOX 261456 ENCINO, CA 91426 | LIFESECURE | $269 | — | $269 | 3.01% |
| AGIS NETWORK INSURANCE SERVICES3 Filed as: AGIS NETWORK INSURANCE SERVICE | ONE BEACON STREET BOSTON, MA 02108 | LIFESECURE | $147 | — | $147 | 1.65% |
| MASOLI LEGACY LLC4 Filed as: MASOLI LEGACY, LLC | 4319 BLENHEIM WAY CONCORD, CA 94521 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $515 | — | $515 | 8.02% |
| ALLIANT INSURANCE SERVICES, INC.4 | PO BOX 8299 PASADENA, CA 91109 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $253 | $0 | $253 | 3.94% |
| MELITA-MCDONALD INSURANCE SERVICES4 Filed as: MELITA MCDONALD INSURANCE SERVICES | 50 WEST SAN FERNANDO STREET SUITE 1350 SAN JOSE, CA 95113 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $58 | $0 | $58 | 0.90% |
| EDGEWOOD PARTNERS INSURANCE CENTER4 Filed as: EDGEWOOD PARTNERS INSURANCE CE | PO BOX 5668 CONCORD, CA 94524 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $38 | — | $38 | 0.59% |
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 | 190 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 197 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS SERVICE | 270 | $4.5M |
| Dental | DELTA DENTAL OF CALIFORNIA | 439 | $250K |
| Vision | VISION SERVICE PLAN | 173 | $35K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 190 | $186K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 190 | $186K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 190 | $186K |
| Prescription drug(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS SERVICE | 270 | $4.5M |
| Other(5 contracts, 5 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 190 | $217K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 439 | — |
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."
No prospect flags tripped on this filing.