| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN INC. | $34K | — | $34K | 1.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 155 N. WACKER DRIVE, SUITE 1500 CHICAGO, IL 606061710 | KAISER FOUNDATION HEALTH PLAN INC. | $5K | — | $5K | 0.16% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $117K | $48 | $117K | 3.50% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | — | $86K | $86K | 2.59% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN INC. | $23K | — | $23K | 0.98% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 155 N. WACKER DRIVE, SUITE 1500 CHICAGO, IL 606061710 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | — | $4K | 0.15% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $19K | — | $19K | 1.25% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 1420 FIFTH AVE., SUITE 1200 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $13K | — | $13K | 1.15% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 111 SW COLUMBIA ST., SUITE 500 PORTLAND, OR 97201 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | — | $1K | 0.09% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | VISION SERVICE PLAN | $94K | — | $94K | 10.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | P.O. BOX 905494 CHARLOTTE, NC 28290 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $9K | — | $9K | 1.16% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $708 | — | $708 | 0.09% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | RELIASTAR LIFE INSURANCE COMPANY | $216K | — | $216K | 33.20% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | P.O. BOX 905494 CHARLOTTE, NC 28290 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $7K | — | $7K | 1.26% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | -$2K | — | -$2K | -0.38% |
| AON CONSULTING INC3 Filed as: AONCONSULTING | 29840 NETWORK PLACE CHICAGO, IL 60073 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13K | — | $13K | 12.42% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | 4265 PAYSPHERE CIRCLE CHICAGO, IL 60674 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 6.09% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | 897 12TH STREET HAMMONTON, NJ 08037 | CONTINENTAL AMERICAN INSURANCE COMPANY | $346 | — | $346 | 0.34% |
| MATTHEW G BERGER3 Filed as: MATTHEW A. BUMALA | 700 N. HAYDEN ISLAND DR., SUITE 220 PORTLAND, OR 97217 | CONTINENTAL AMERICAN INSURANCE COMPANY | $161 | — | $161 | 0.16% |
| DEREK SOMMERS3 | 518 N. 39TH PLACE RIDGEFIELD, WA 98642 | CONTINENTAL AMERICAN INSURANCE COMPANY | $160 | — | $160 | 0.16% |
| MATTHEW S SHROYER3 Filed as: MATTHEW S. SHROYER | 7407 N. WILLIAMS AVE. PORTLAND, OR 97217 | CONTINENTAL AMERICAN INSURANCE COMPANY | $133 | — | $133 | 0.13% |
| CAMERON CARRILLO3 | 22556 SW 96TH DRIVE TUALATIN, OR 97062 | CONTINENTAL AMERICAN INSURANCE COMPANY | $103 | — | $103 | 0.10% |
| IOANNIS T GRATSINOPOULOS3 Filed as: IOANNIS T. GRATSINOPOULOS | 2264 MCGILCHRIST STREET SALEM, OR 97302 | CONTINENTAL AMERICAN INSURANCE COMPANY | $100 | — | $100 | 0.10% |
| G SCOTT COOKE3 Filed as: SCOTT E. NIELSEN | 1089 LAKE WASHINGTON BLVD N. RENTON, WA 98056 | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | — | $21 | 0.02% |
| TY R. NAUGLE3 | 7180 SOUTHWEST FIRST LOOP SUITE 220 TIGARD, OR 97223 | CONTINENTAL AMERICAN INSURANCE COMPANY | $18 | — | $18 | 0.02% |
| JERALD SMITH3 | 7134 SE MAPLE LEAF STREET PORTLAND, OR 97223 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.02% |
| MICHAEL C WALKER3 Filed as: MICHAEL M. STASTNY | 650 NE HOLLADAY ST., SUITE 1600 PORTLAND, OR 97232 | CONTINENTAL AMERICAN INSURANCE COMPANY | $10 | — | $10 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H. WILLIS JR. | 575 NE 5TH TERRACE, APT. 334 FT. LAUDERDALE, FL 33301 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.01% |
| SUSAN D. KRUGER3 Filed as: SUSAN J. STOHL | 18084 WESTMINSTER DRIVE LAKE OSWEGO, OR 97034 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.01% |
| CHRISTOPHER W HOFF3 Filed as: CHRISTOPHER W. HOFF | 5665 MEADOWS ROAD, SUITE 140 LAKE OSWEGO, OR 97035 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | HYATT LEGAL PLANS | $7K | — | $7K | 8.99% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HYATT LEGAL PLANS | $1K | $429 | $2K | 2.22% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 220 WEST MAIN STREET, SUITE 1800 LOUISVILLE, KY 40202 | HYATT LEGAL PLANS | — | $884 | $884 | 1.21% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | 897 12TH STREET HAMMONTON, NJ 08037 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $23 | $2 | $25 | 9.36% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS - ATLANTA | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $10 | — | $10 | 3.75% |
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 | 19,445 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 116 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 19,561 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 729 | $9.7M |
| Vision | VISION SERVICE PLAN | 9,461 | $945K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 23,286 | $3.3M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 23,286 | $3.3M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 23,286 | $3.3M |
| Prescription drug(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 729 | $9.7M |
| Other(6 contracts, 6 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 23,286 | $4.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,286 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.