| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN INC. | $90K | — | $90K | 2.29% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $127K | $97K | $223K | 6.13% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN INC. | $59K | — | $59K | 2.31% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 806 TYVOLA ROAD, SUITE 108 LOCKBOX NO. 905494 CHARLOTTE, NC 28217 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $57K | — | $57K | 3.22% |
| MERCER HEALTH AND BENEFITS, LLC Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | -$18K | — | -$18K | -1.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 1420 FIFTH AVE., SUITE 1200 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | — | $1K | 0.08% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | VISION SERVICE PLAN | $95K | — | $95K | 10.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | P.O. BOX 905494 CHARLOTTE, NC 28290 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $23K | — | $23K | 2.71% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | RELIASTAR LIFE INSURANCE COMPANY | $121K | $11K | $132K | 23.98% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | P.O. BOX 905494 CHARLOTTE, NC 28290 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $12K | — | $12K | 2.24% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 60073 | CONTINENTAL AMERICAN INSURANCE COMPANY | $88K | — | $88K | 17.39% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | 4265 PAYSPHERE CIRCLE CHICAGO, IL 60674 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 0.55% |
| CAMERON CARRILLO3 | 22556 SW 96TH DRIVE TUALATIN, OR 97062 | CONTINENTAL AMERICAN INSURANCE COMPANY | $219 | — | $219 | 0.04% |
| MATTHEW G BERGER3 Filed as: MATTHEW A. BUMALA | 700 N. HAYDEN ISLAND DR., SUITE 220 PORTLAND, OR 97217 | CONTINENTAL AMERICAN INSURANCE COMPANY | $200 | — | $200 | 0.04% |
| DEREK SOMMERS3 | 518 N. 39TH PLACE RIDGEFIELD, WA 98642 | CONTINENTAL AMERICAN INSURANCE COMPANY | $200 | — | $200 | 0.04% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | 897 12TH STREET HAMMONTON, NJ 08037 | CONTINENTAL AMERICAN INSURANCE COMPANY | $156 | — | $156 | 0.03% |
| MATTHEW S SHROYER3 Filed as: MATTHEW S. SHROYER | 7407 N. WILLIAMS AVE. PORTLAND, OR 97217 | CONTINENTAL AMERICAN INSURANCE COMPANY | $149 | — | $149 | 0.03% |
| IOANNIS T GRATSINOPOULOS3 Filed as: IOANNIS T. GRATSINOPOULOS | 2264 MCGILCHRIST ST., SUITE 100 SALEM, OR 97302 | CONTINENTAL AMERICAN INSURANCE COMPANY | $110 | — | $110 | 0.02% |
| SUSAN D. KRUGER3 Filed as: SUSAN J. STOHL | 18084 WESTMINSTER DR. LAKE OSWEGO, OR 97034 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | — | $16 | 0.00% |
| G SCOTT COOKE3 Filed as: SCOTT E. NIELSEN | 1089 LAKE WASHINGTON BLVD. N RENTON, WA 98056 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.00% |
| TY R. NAUGLE3 | 7180 SOUTHWEST FIR LOOP, SUITE 220 TIGARD, OR 97223 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| JERALD SMITH3 | 7134 SE MAPLE LEAF ST. PORTLAND, OR 97223 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| MICHAEL C WALKER3 Filed as: MICHAEL M. STASTNY | 650 NE HOLLADAY ST., SUITE 1600 PORTLAND, OR 97232 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| 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 | $3 | — | $3 | 0.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | HYATT LEGAL PLANS | $5K | — | $5K | 9.89% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $224 | $224 | 0.57% |
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 | 19,020 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 93 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 19,113 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 753 | $11.0M |
| Vision | VISION SERVICE PLAN | 9,176 | $952K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 22,925 | $3.6M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 22,925 | $3.6M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 22,925 | $3.6M |
| Prescription drug(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 753 | $11.0M |
| Other(5 contracts, 5 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 28,818 | $4.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 28,818 | — |
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.