| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | KAISER FOUNDATION HEALTH PLAN INC | $29K | — | $29K | 1.07% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCAITES LLC | 39340 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN INC | $21K | — | $21K | 0.76% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | KAISER FOUNDATION HEALTH PLAN INC | $35K | — | $35K | 1.30% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 39340 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN INC | $23K | — | $23K | 0.84% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 29840 NETWORK PLACE CHICAGO, IL 60673 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $20K | — | $20K | 1.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $16K | — | $16K | 0.81% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 2.94% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 39340 TREASURY CENTER CHICAGO, IL 60694 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 2.06% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 5.73% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 39340 TREASURY CENTER CHICAGO, IL 60694 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 4.27% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $724 | — | $724 | 5.88% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 39340 TREASURY CENTER CHICAGO, IL 60694 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $507 | — | $507 | 4.12% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP, A MARSH & MCLENNAN | AGENCY, LLC COMPANY 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $179 | — | $179 | 5.90% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 39340 TREASURY CENTER CHICAGO, IL 60694 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $125 | — | $125 | 4.12% |
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 | 1,284 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 18 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,302 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 515 | $7.3M |
| Vision | EYEMED VISION CARE ON BEHALF OF THE COMBINED INSURANCE CO OF AMERICA | 913 | $82K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 0 | $166K |
| Long-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 101 | $53K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 515 | $7.3M |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 276 | $12K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 913 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.