| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $185K | — | $185K | 2.77% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $109K | $113K | $222K | 8.16% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $7K | $7K | 0.82% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ARIZONA INC. | 16220 N. SCOTTSDALE RD, STE 600 SCOTTSDALE, AZ 85254 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $5K | $5K | 0.57% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN INC | $23K | — | $23K | 3.07% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN INC | $13K | — | $13K | 3.18% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | VISION SERVICE PLAN | $24K | — | $24K | 10.00% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $20K | $15K | $35K | 15.37% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | AETNA LIFE INSURANCE CO. | $15K | — | $15K | 9.33% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $4K | — | $4K | 2.75% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $4K | — | $4K | 2.59% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 10.10% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | EYEMED VISION CARE | $12K | — | $12K | 9.27% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 P.O BOX 28852 NEW YORK, NY 10087 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $11K | $61 | $11K | 10.12% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | — | $2K | 2.87% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 100878852 | EYEMED VISION CARE | $6K | — | $6K | 9.55% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $523 | — | $523 | 3.00% |
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 | 4,455 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 247 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,702 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 1,315 | $8.2M |
| Vision(5 contracts, 4 carriers) | VISION SERVICE PLAN | 1,836 | $717K |
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 6,508 | $2.9M |
| Long-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 6,692 | $886K |
| Prescription drug(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 1,315 | $8.2M |
| Other(4 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 6,508 | $3.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,692 | — |
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.