| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH ST CHICAGO, IL 606016436 | KAISER FOUNDATION HEALTH PLAN INC | $252K | — | $252K | 2.38% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | MEDICAL MUTUAL | $193K | — | $193K | 1.98% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH ST CHICAGO, IL 606016436 | KAISER FOUNDATION HEALTH PLAN INC | $218K | — | $218K | 2.27% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | METROPOLITAN LIFE INSURANCE COMPANY | $247K | -$9K | $238K | 3.05% |
| AON CONSULTING INC3 Filed as: AON INSUR AGENCY LLC-CHARLES AXFORD | 39030 TREASURY CENTER CHICAGO, IL 60694 | DELTA DENTAL OF OHIO | $99K | — | $99K | 1.98% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC-KIRT DAVIS | 39030 TREASURY CENTER CHICAGO, IL 60694 | DELTA DENTAL OF OHIO | $50K | — | $50K | 1.00% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH STREET CHICAGO, IL 60601 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $86K | — | $86K | 2.01% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 60694 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | $109K | -$11K | $98K | 2.66% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | AETNA LIFE INSURANCE CO. | $67K | — | $67K | 1.83% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH STREET CHICAGO, IL 60601 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $48K | — | $48K | 1.97% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 4 OVERLOOK PARK LINCOLNSHIRE, IL 60069 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $38K | — | $38K | 1.95% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CTR CHICAGO, IL 60694 | UNITEDHEALTHCARE INSURANCE COMPANY | $61K | — | $61K | 3.38% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | UPMC HEALTH OPTIONS | $34K | — | $34K | 2.13% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET CA | $24K | — | $24K | 1.93% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH STREET CHICAGO, IL 60601 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $19K | — | $19K | 1.86% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED | $39K | — | $39K | 4.97% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 606949000 | VISION SERVICE PLAN | $37K | — | $37K | 4.98% |
| CHARLES AXFORD3 | 5267 MCGAVOCK ROAD BRENTWOOD, TN 37027 | PRIORITY HEALTH INSURANCE COMPANY | $9K | — | $9K | 1.33% |
| KIRT DAVIS3 | 539 BROWN CIRCLE ELK GROVE VILLAGE, IL 60007 | PRIORITY HEALTH INSURANCE COMPANY | $5K | — | $5K | 0.67% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH STREET CHICAGO, IL 60601 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $9K | — | $9K | 1.90% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | ALPHA DENTAL PROGRAMS, INC. | $5K | — | $5K | 3.00% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED | $6K | — | $6K | 5.01% |
| HEWITT INSURANCE BROKERAGE LLC3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | GEISINGER QUALITY OPTIONS, INC. | $1K | — | $1K | 2.00% |
| JENNIFER BUCK3 | AON INSURANCE AGENCY LLC 39030 TREASURY CENTER CHICAGO, IL 60694 | DEAN HEALTH PLAN INC | $1K | — | $1K | 2.19% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED | $2K | — | $2K | 4.96% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION | $1K | — | $1K | 3.15% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED | $1K | — | $1K | 5.09% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | SAFEGUARD HEALTH PLANS, INC. A FLORIDA CORPORATION | $716 | — | $716 | 3.17% |
| JENNIFER BUCK3 | AON INSURANCE AGENCY LLC 39030 TREASURY CENTER CHICAGO, IL 60694 | PREVEA360 HEALTH PLAN | $356 | — | $356 | 1.93% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET OR | $256 | — | $256 | 1.95% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | SAFEGUARD HEALTH PLANS, INC. A TEXAS CORPORATION | $224 | — | $224 | 3.09% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA EIN 59-1031071 CONTRACT ADMINISTRATOR | Float revenue; Direct payment from the plan; Contract Administrator; Other services; Participant communication; Named fiduciary; Claims processing; Non-monetary compensation Service code 12 | — | $11.9M |
| ALIGHT SOLUTIONS EIN 82-1061233 CONSULTING | Consulting (general); Direct payment from the plan Service code 16 | — | $4.3M |
| AETNA EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $2.1M |
| UNITED HEALTHCARE EIN 36-2739571 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.5M |
| ANTHEM EIN 31-1440175 CONTRACT ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.2M |
| COMPSYCH EIN 36-3739783 CONTRACT ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $616K |
| ERNST & YOUNG EIN 34-6465596 ACCOUNTING | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $409K |
| WEBSTER BANK EIN 06-0273620 CONTRACT ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $78K |
| OPTUM EIN 33-0441200 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $76K |
| JP MORGAN EIN 13-3200244 TRUSTEE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $23K |
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 | 70,976 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,364 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 9 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 73,349 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(21 contracts, 19 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 5,326 | $56.6M |
| Dental(12 contracts, 11 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 12,378 | $23.4M |
| Vision(7 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 12,378 | $11.3M |
| Prescription drug(9 contracts, 9 carriers) | MEDICAL MUTUAL | 1,213 | $14.4M |
| Other(2 contracts, 2 carriers) | TRIPLE S SALUD, INC. | 91,803 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 91,803 | — |
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.