| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $94K | $129K | $223K | 4.19% |
| AON CONSULTING INC3 | 200 E RANDOLPH STREET CHICAGO, IL 606016436 | KAISER FOUNDATION HEALTH PLAN INC. | $68K | — | $68K | 1.69% |
| AON CONSULTING INC3 | 200 E RANDOLPH STREET CHICAGO, IL 606016436 | KAISER FOUNDATION HEALTH PLAN INC. | $56K | — | $56K | 1.60% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 1420 FIFTH AVE., SUITE 1200 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $30K | — | $30K | 1.11% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $38K | — | $38K | 1.50% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 1420 FIFTH AVENUE, SUITE 1200 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $28K | — | $28K | 1.43% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $61K | $31K | $91K | 5.28% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | P.O. BOX 905494 CHARLOTTE, NC 28290 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $21K | — | $21K | 1.47% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC NJ | 29840 NETWORK PLACE CHICAGO, IL 60673 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $20K | — | $20K | 1.50% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $90K | $21K | $111K | 12.48% |
| CUSTOM BENEFIT PROGRAMS INC3 | 897 12TH STREET HAMMONTON, NJ 080371363 | METROPOLITAN LIFE INSURANCE COMPANY | $246K | $4K | $250K | 65.36% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | METROPOLITAN LIFE INSURANCE COMPANY | — | $11K | $11K | 2.78% |
| CUSTOM BENEFIT PROGRAMS INC3 | 897 12TH STREET HAMMONTON, NJ 080371363 | METROPOLITAN LIFE INSURANCE COMPANY | $168K | $3K | $171K | 65.43% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $7K | $7K | 2.79% |
| CUSTOM BENEFIT PROGRAMS INC3 | 897 12TH STREET HAMMONTON, NJ 080371363 | METROPOLITAN LIFE INSURANCE COMPANY | $123K | $2K | $126K | 65.72% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5K | $5K | 2.82% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $3K | $10K | 5.76% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | AN AON COMPANY PO BOX 419623 BOSTON, MA 02241 | METLIFE LEGAL PLANS | $29K | — | $29K | 54.26% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | UNIVERS WORKPLACE SOLUTIONS 897 12TH STREET HAMMONTON, NJ 08037 | METLIFE LEGAL PLANS | — | $559 | $559 | 1.04% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | METLIFE LEGAL PLANS | — | $249 | $249 | 0.46% |
| CUSTOM BENEFIT PROGRAMS INC3 | 897 12TH STREET HAMMONTON, NJ 080371363 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $23 | $1K | 66.12% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $153 | $153 | 7.81% |
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 | 20,391 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 61 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 20,452 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 584 | $17.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 16,189 | $5.3M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 12,696 | $886K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 20,391 | $1.9M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 20,391 | $1.7M |
| Prescription drug(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 584 | $17.4M |
| Other(6 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 20,391 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,391 | — |
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.