| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 116 HUNTINGON AVENUE BOSTON, MA 02116 | BLUE CROSS OF CALIFORNIA | $115K | — | $115K | 3.59% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD 6TH FLOOR GLENDALE, CA 91203 | KAISER FOUNDATION HEALTH PLAN INC | $73K | — | $73K | 4.30% |
| GALLAGHER BENEFIT SERVICES, INC.3 | TWO PIERCE PLACE, 14TH FLOOR ITASCA, IL 60143 | KAISER FOUNDATION HEALTH PLAN INC | — | $2K | $2K | 0.09% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD 6TH FLOOR GLENDALE, CA 91203 | AETNA LIFE INSURANCE COMPANY | $27K | — | $27K | 5.35% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2345 GRAND AVENUE, SUITE 400 KANSAS CITY, MO 64108 | AETNA LIFE INSURANCE COMPANY | — | $113 | $113 | 0.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD 6TH FLOOR GLENDALE, CA 91203 | TRANSAMERICA LIFE INSURANCE COMPANY | $19K | — | $19K | 25.16% |
| AMERICAN WORKSITE INS. MARKETING3 Filed as: AMERICAN WORKSITE INS. MKTNG., INC. | 1365 WEST VISTA WAY, SUITE 201 VISTA, CA 92083 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | — | $2K | 2.34% |
| ASHBROOK CLEVIDENCE, INC.3 | WEST 3000 MACARTHUR BOULEVARD SUITE 320 SANTA ANA, CA 92704 | TRANSAMERICA LIFE INSURANCE COMPANY | $41 | — | $41 | 0.05% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS. SVCS. | 1920 MAIN STREET, SUITE 600 IRVINE, CA 92614 | TRANSAMERICA LIFE INSURANCE COMPANY | $24 | — | $24 | 0.03% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | 9700 ORMSBY STATION ROAD SUITE 200 LOUISVILLE, KY 40242 | TRANSAMERICA LIFE INSURANCE COMPANY | $4 | — | $4 | 0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD 6TH FLOOR GLENDALE, CA 91203 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 7.37% |
| GALLAGHER BENEFIT SERVICES, INC.3 | TWO PIERCE PLACE, 14TH FLOOR ITASCA, IL 60143 | VISION SERVICE PLAN | $5K | — | $5K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 505 NORTH BRAND BOULEVARD 6TH FLOOR GLENDALE, CA 91203 | LEGAL CLUB OF AMERICA | $1K | — | $1K | 24.50% |
| AMERICAN WORKSITE INS. MARKETING3 | UNKNOWN WOODLAND HILLS, CA 91367 | LEGAL CLUB OF AMERICA | $329 | — | $329 | 7.01% |
| COMMON CENSUS, INC.3 | UNKNOWN WOODLAND HILLS, CA 91367 | LEGAL CLUB OF AMERICA | $235 | — | $235 | 5.01% |
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 | 481 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 484 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 453 | $4.9M |
| Dental | AETNA LIFE INSURANCE COMPANY | 861 | $495K |
| Vision | VISION SERVICE PLAN | 350 | $46K |
| Life insurance(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 861 | $571K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 114 | $56K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 861 | $495K |
| Prescription drug(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 453 | $4.9M |
| Other(3 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 861 | $575K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 861 | — |
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.