| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | 801 S FIGUEROA STREET SUITE 800 LOS ANGELES, CA 90017 | HARTFORD LIFE AND ACCIDENT | — | $8K | $8K | 0.89% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 800 BOYLSTON STREET SUITE 600 BOSTON, MA 02199 | HARTFORD LIFE AND ACCIDENT | $4K | — | $4K | 0.45% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | 95 S MARKET STREET, SUITE 600 SAN JOSE, CA 95113 | HARTFORD LIFE AND ACCIDENT | $4K | — | $4K | 0.43% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | PO BOX 107 SAN JOSE, CA 95103 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | — | $22K | 2.64% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 75 ARLINGTON STREET FL 10 BOSTON, MA 02116 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $68 | $12K | 1.45% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 200 LIBERTY ST FL 6 1 WORLD FINANCIAL CENTER NEW YORK, NY 10281 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 0.53% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | 1800 WEST LOOP S STE 2115 HOUSTON, TX 77027 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 0.45% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 100 BANK ST STE 500 BURLINGTON, VT 05401 | KAISER FOUNDATION HEALTH PLAN, INC. | $7K | — | $7K | 4.57% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | PO BOX 107 SAN JOSE, CA 95103 | KAISER FOUNDATION HEALTH PLAN, INC. | $845 | — | $845 | 0.54% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | PO BOX 107 SAN JOSE, CA 95103 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | — | $9K | 11.76% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 75 ARLINGTON STREET FL 10 BOSTON, MA 02116 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $102 | $5K | 6.25% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 200 LIBERTY ST FL 6 1 WORLD FINANCIAL CENTER NEW YORK, NY 10281 | METROPOLITAN LIFE INSURANCE COMPANY | — | $615 | $615 | 0.77% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | 1800 WEST LOOP S STE 2115 HOUSTON, TX 77027 | METROPOLITAN LIFE INSURANCE COMPANY | — | $421 | $421 | 0.52% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 800 BOYLSTON STREET SUITE 600 BOSTON, MA 52199 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $3K | — | $3K | 4.24% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SVCS DBA ICMS IN | 95 S MARKET STREET SUITE 600 SAN JOSE, CA 95113 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $944 | — | $944 | 1.43% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | PO BOX 107 SAN JOSE, CA 95103 | HARTFORD LIFE AND ACCIDENT | $2K | — | $2K | 3.74% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | PO BOX 416672 BOSTON, MA 02241 | METROPOLITAN GENERAL INSURANCE COMPANY | $3K | — | $3K | 6.64% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 75 ARLINGTON STREET FLOOR 10 BOSTON, MA 02116 | METROPOLITAN GENERAL INSURANCE COMPANY | $1K | — | $1K | 2.52% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | 501 OFFICE CENTER DRIVE, STE 215 FORT WASHINGTON, PA 19034 | METROPOLITAN GENERAL INSURANCE COMPANY | $452 | — | $452 | 0.86% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF NEW YORK, INC. | ONE WORLD FINANCIAL CENTER 200 LIBERTY STREET NEW YORK, NY 10281 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $439 | $439 | 0.84% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | PO BOX 107 SAN JOSE, CA 95103 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 10.61% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 75 ARLINGTON STREET FL 10 BOSTON, MA 02116 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $102 | $3K | 6.17% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 200 LIBERTY ST FL 6 1 WORLD FINANCIAL CENTER NEW YORK, NY 10281 | METROPOLITAN LIFE INSURANCE COMPANY | — | $330 | $330 | 0.74% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | 1800 WEST LOOP S STE 2115 HOUSTON, TX 77027 | METROPOLITAN LIFE INSURANCE COMPANY | — | $279 | $279 | 0.63% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | PO BOX 107 SAN JOSE, CA 95103 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 10.89% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 75 ARLINGTON STREET FL 10 BOSTON, MA 02116 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $102 | $3K | 6.17% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 200 LIBERTY ST FL 6 1 WORLD FINANCIAL CENTER NEW YORK, NY 10281 | METROPOLITAN LIFE INSURANCE COMPANY | — | $328 | $328 | 0.74% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | 1800 WEST LOOP S STE 2115 HOUSTON, TX 77027 | METROPOLITAN LIFE INSURANCE COMPANY | — | $265 | $265 | 0.60% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 800 BOYLSTON STREET SUITE 600 BOSTON, MA 52199 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $688 | — | $688 | 4.21% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SVCS DBA ICMS IN | 95 S MARKET STREET SUITE 600 SAN JOSE, CA 95113 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $153 | — | $153 | 0.94% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INSURANCE SVCS, LLC | PO BOX 107 SAN JOSE, CA 95103 | KAISER FOUNDATION HEALTH PLAN, INC. | $83 | — | $83 | 1.39% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 800 BOYLSTON STREET SUITE 600 BOSTON, MA 52199 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $131 | — | $131 | 3.34% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SVCS DBA ICMS IN | 95 S MARKET, SUITE 600 SAN JOSE, CA 95113 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $64 | — | $64 | 1.63% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 800 BOYLSTON STREET SUITE 600 BOSTON, MA 52199 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $9 | — | $9 | 4.95% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SVCS DBA ICMS IN | 95 S MARKET STREET SUITE 600 SAN JOSE, CA 95113 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $8 | — | $8 | 4.40% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 800 BOYLSTON STREET SUITE 600 BOSTON, MA 52199 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $6 | — | $6 | 4.84% |
| PATRIOT GROWTH INSURANCE SERVICES3 Filed as: PATRIOT GROWTH INS SVCS DBA ICMS IN | 95 S MARKET STREET SUITE 600 SAN JOSE, CA 95113 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $1 | — | $1 | 0.81% |
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 | 957 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 94 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,051 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 20 | $163K |
| Vision(5 contracts) | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 1,480 | $87K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 2,883 | $845K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 896 | $818K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 896 | $818K |
| Other(7 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 957 | $449K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,883 | — |
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.