| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE COMPANY | $293K | $0 | $293K | 3.36% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $65K | $61 | $65K | 9.82% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $9K | $9K | 1.30% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | AETNA HEALTH, INC. | $18K | $0 | $18K | 3.41% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $12K | $0 | $12K | 2.69% |
| POMS AND ASSOCIATES INS. BROKERS3 | PO BOX 80517 CITY OF INDUSTRY, CA 91716 | KAISER FOUNDATION HEALTH PLAN INC | $367 | $0 | $367 | 0.08% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1501 REEDSDALE STREET SUITE 3005 PITTSBURGH, PA 15233 | VISION SERVICE PLAN | $3K | $0 | $3K | 2.35% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $852 | $0 | $852 | 11.19% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $101 | $101 | 1.33% |
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 | 1,403 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 20 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,423 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 1,242 | $9.7M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,403 | $670K |
| Vision | VISION SERVICE PLAN | 689 | $126K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,403 | $662K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,403 | $662K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,403 | $662K |
| Prescription drug(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 1,242 | $9.7M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,403 | $662K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,403 | — |
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.