| 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 | $282K | — | $282K | 1.85% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | MEDICAL MUTUAL | $207K | — | $207K | 1.98% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH ST CHICAGO, IL 606016436 | KAISER FOUNDATION HEALTH PLAN, INC | $188K | — | $188K | 1.89% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | METROPOLITAN LIFE INSURANCE COMPANY | $238K | — | $238K | 3.47% |
| AON CONSULTING INC3 Filed as: AON INSUR AGENCY LLC-JENNIFER BUCK | 39030 TREASURY CENTER CHICAGO, IL 60694 | DELTA DENTAL OF OHIO | $183K | — | $183K | 2.95% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH STREET CHICAGO, IL 60601 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $92K | — | $92K | 2.16% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 60694 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | $108K | — | $108K | 2.96% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | AETNA LIFE INSURANCE CO. | $142K | — | $142K | 4.43% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH STREET CHICAGO, IL 60601 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $56K | — | $56K | 2.16% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 4 OVERLOOK PARK LINCOLNSHIRE, IL 60069 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $43K | — | $43K | 2.10% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET CA | $38K | — | $38K | 2.08% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | UPMC HEALTH OPTIONS | $29K | — | $29K | 1.78% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CTR CHICAGO, IL 606949000 | UNITEDHEALTHCARE INSURANCE COMPANY | $52K | — | $52K | 3.22% |
| 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 | 1.97% |
| JENIFFER N BUCK3 | 305 W 6TH STREET PECATONICA, IL 61063 | PRIORITY HEALTH INSURANCE COMPANY | $18K | — | $18K | 2.00% |
| CHARLES AXFORD3 | 5267 MCGAVOCK ROAD BRENTWOOD, TN 37027 | PRIORITY HEALTH INSURANCE COMPANY | $38 | — | $38 | 0.00% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $43K | — | $43K | 4.96% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CTR CHICAGO, IL 606949000 | VISION SERVICE PLAN | $40K | — | $40K | 4.97% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS, INC | 897 12TH STREET HAMMONTON, NJ 08037 | LEGAL PLANS | $334K | — | $334K | 55.00% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 200 E RANDOLPH STREET CHICAGO, IL 60601 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $10K | — | $10K | 2.14% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CTR CHICAGO, IL 606949000 | UNITEDHEALTHCARE INSURANCE COMPANY | $18K | — | $18K | 5.39% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | ALPHA DENTAL PROGRAMS, INC. | $5K | — | $5K | 3.00% |
| HEWITT INSURANCE BROKERAGE LLC3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | GEISINGER QUALITY OPTIONS, INC. | $3K | — | $3K | 2.00% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $6K | — | $6K | 4.95% |
| AGENT ROBERT MALLEY3 Filed as: AGENT, JENNIFER BUCK | AON INSURANCE AGENCY LLC 39030 TREASURY CENTER CHICAGO, IL 60694 | DEAN HEALTH PLAN INC | $3K | — | $3K | 4.48% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $2K | — | $2K | 4.98% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION | $1K | — | $1K | 3.02% |
| JENNIFER BUCK3 | AON INSURANCE AGENCY LLC 39030 TREASURY CENTER CHICAGO, IL 60694 | PREVEA360 HEALTH PLAN | $448 | — | $448 | 2.41% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | SAFEGUARD HEALTH PLANS, INC. A FLORIDA CORPORATION | $476 | — | $476 | 3.22% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | EYEMED VISION CARE | $551 | — | $551 | 5.17% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | SAFEGUARD HEALTH PLANS, INC. A TEXAS CORPORATION | $243 | — | $243 | 3.26% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA EIN 59-1031071 CONTRACT ADMINISTRATOR | Named fiduciary; Contract Administrator; Direct payment from the plan; Non-monetary compensation; Other services; Float revenue; Participant communication; Claims processing Service code 12 | — | $8.3M |
| ALIGHT SOLUTIONS EIN 82-1061233 CONSULTING | Consulting (general); Direct payment from the plan Service code 16 | — | $3.8M |
| AETNA EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $2.6M |
| ANTHEM EIN 31-1440175 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.8M |
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CONTRACT ADMINISTRATOR | Claims processing; Direct payment from the plan; Other services Service code 12 | — | $1.4M |
| COMPSYCH EIN 36-3739783 CONTRACT ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $535K |
| EXPRESS SCRIPTS EIN 43-1420563 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $375K |
| ERNST & YOUNG EIN 34-6465596 ACCOUNTING | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $303K |
| WEBSTER BANK EIN 06-0273620 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $86K |
| OPTUM EIN 33-0441200 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $21K |
| JP MORGAN EIN 13-3200244 TRUSTEE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $7K |
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 | 79,510 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 568 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 80,085 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(19 contracts, 16 carriers) | KAISER FOUNDATION HEALTH PLAN, INC | 2,194 | $62.0M |
| Dental(12 contracts, 11 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 11,951 | $23.2M |
| Vision(7 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 11,183 | $9.0M |
| Prescription drug(8 contracts, 8 carriers) | MEDICAL MUTUAL | 1,111 | $16.3M |
| Other(3 contracts, 3 carriers) | TRIPLE S SALUD, INC. | 89,500 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 89,500 | — |
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.