| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 | PO BOX 905494 CHARLOTTE, NC 282905494 | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $64K | — | $64K | 1.19% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH STREET CHICAGO, IL 606016436 | KAISER FOUNDATION HEALTH PLAN INC. | $46K | — | $46K | 1.08% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH STREET CHICAGO, IL 606016436 | KAISER FOUNDATION HEALTH PLAN INC. | $49K | — | $49K | 1.37% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 1420 FIFTH AVE., SUITE 1200 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $43K | — | $43K | 1.79% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $68K | $34K | $101K | 5.20% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 1420 FIFTH AVENUE, SUITE 1200 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $26K | — | $26K | 1.56% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | P.O. BOX 905494 CHARLOTTE, NC 28290 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $22K | — | $22K | 1.74% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC NJ | 29840 NETWORK PLACE CHICAGO, IL 60673 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $16K | — | $16K | 1.77% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 606731298 | VISION SERVICE PLAN | $75K | — | $75K | 10.10% |
| CUSTOM BENEFIT PROGRAMS INC3 | PO BOX 6718 SOMERSET, NJ 088756718 | METROPOLITAN LIFE INSURANCE COMPANY | $56K | $6K | $62K | 16.32% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | METROPOLITAN LIFE INSURANCE COMPANY | — | $11K | $11K | 2.98% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | 901 MAIN STREET SUITE 5800 DALLAS, TX 752023707 | METROPOLITAN LIFE INSURANCE COMPANY | — | $26 | $26 | 0.01% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $4K | $12K | 5.55% |
| CUSTOM BENEFIT PROGRAMS INC3 | PO BOX 6718 SOMERSET, NJ 088756718 | METROPOLITAN LIFE INSURANCE COMPANY | $48K | $3K | $51K | 23.89% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $6K | $6K | 3.00% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | 901 MAIN STREET SUITE 5800 DALLAS, TX 752023707 | METROPOLITAN LIFE INSURANCE COMPANY | — | $15 | $15 | 0.01% |
| CUSTOM BENEFIT PROGRAMS INC3 | PO BOX 6718 SOMERSET, NJ 088751363 | METROPOLITAN LIFE INSURANCE COMPANY | $28K | $2K | $30K | 20.03% |
| ALIGHT SOLUTIONS3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 600694337 | METROPOLITAN LIFE INSURANCE COMPANY | — | $4K | $4K | 3.01% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT SOLUTIONS LLC | 901 MAIN STREET SUITE 5800 DALLAS, TX 752023707 | METROPOLITAN LIFE INSURANCE COMPANY | — | $10 | $10 | 0.01% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | AN AON COMPANY PO BOX 419623 BOSTON, MA 02241 | METLIFE LEGAL PLANS | $4K | $50 | $4K | 8.02% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | UNIVERS WORKPLACE SOLUTIONS 897 12TH STREET HAMMONTON, NJ 08037 | METLIFE LEGAL PLANS | — | $620 | $620 | 1.18% |
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 | 22,198 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 70 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 22,268 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 574 | $16.5M |
| Dental | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | 9,989 | $5.4M |
| Vision | VISION SERVICE PLAN | 8,173 | $740K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 24,744 | $2.2M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 24,744 | $1.9M |
| Prescription drug(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 574 | $16.5M |
| Other(5 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 24,744 | $2.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 24,744 | — |
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.