| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $1K | $1K | 0.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | $0 | $125K | $125K | 5.38% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2185 NORTH CALIFORNIA BLVD SUITE 400 WALNUT CREEK, CA 94596 | HARTFORD LIFE AND ACCIDENT | $48K | $0 | $48K | 2.07% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2185 NORTH CALIFORNIA BLVD SUITE 400 WALNUT CREEK, CA 94596 | HARTFORD LIFE AND ACCIDENT | $2K | $12K | $13K | 4.36% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: ARTHUR J GALLAGHER RISK MNGT SERV | 200 JEFFERSON PARK WHIPPANY, NJ 07981 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA. | $12K | $0 | $12K | 20.00% |
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 | 3,421 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 75 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 15 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,511 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 585 | $2.7M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 5,749 | $65K |
| Vision | VISION SERVICE PLAN | 3,244 | $507K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 3,603 | $2.3M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 3,603 | $2.3M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 3,603 | $2.3M |
| Other(4 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 3,603 | $2.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,749 | — |
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.