| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SERVICES OF GEORGIA INC | PO BOX 905260 CHARLOTTE, NC 282905260 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $133K | $133K | 1.79% |
| BUCK CONSULTANTS LLC3 | PO BOX 202617 DALLAS, TX 753202617 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $121 | $121 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SERVICES OF GEORGIA INC | PO BOX 905260 CHARLOTTE, NC 282905260 | METROPOLITAN LIFE INSURANCE COMPANY | — | $31 | $31 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES | PO BOX 905260 CHARLOTTE, NC 282905260 | KAISER FOUNDATION HEALTH PLAN INC | $96K | — | $96K | 1.99% |
| BUCK CONSULTANTS LLC3 Filed as: BUCK CONSULTANTS, LLC | PO BOX 202617 DALLAS, TX 753202617 | KAISER FOUNDATION HEALTH PLAN INC | $52 | — | $52 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES | 5 CONCOURSE PARKWAY NE 18TH FLOOR ATLANTA, GA 30328 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $8K | $8K | 0.21% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF NORTH CAROLINA INC | PO BOX 31817 CHARLOTTE, NC 282311817 | AMERITAS LIFE INSURANCE CORP. | $0 | $20K | $20K | 0.69% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES | PO BOX 905260 CHARLOTTE, NC 282905260 | KAISER FOUNDATION HEALTH PLAN INC | $35K | — | $35K | 1.98% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA, INC. | TRION GROUP, A MARSH AND MCLENNAN 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HYATT LEGAL PLANS | $55K | $8K | $62K | 8.34% |
| TRION GROUP, INC.3 Filed as: TRION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HYATT LEGAL PLANS | $0 | $44 | $44 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES | 5 CONCOURSE PARKWAY NE 18TH FLOOR ATLANTA, GA 30328 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $2K | $2K | 0.73% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES | 5 CONCOURSE PARKWAY NE 18TH FL ATLANTA, GA 30328 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $264 | $264 | 0.13% |
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 | 31,814 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 165 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 31,979 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 1,041 | $6.6M |
| Vision | AMERITAS LIFE INSURANCE CORP. | 49,533 | $2.9M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 56,021 | $7.4M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $3.6M |
| Other(4 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 56,021 | $8.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 56,021 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.