| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SERVICES OF GEORGIA INC | 29727 NETWORK PLACE CHICAGO, IL 606731297 | METROPOLITAN LIFE INSURANCE COMPANY | — | $140K | $140K | 1.79% |
| BUCK CONSULTANTS LLC3 | PO BOX 202617 DALLAS, TX 753202617 | METROPOLITAN LIFE INSURANCE COMPANY | — | $70 | $70 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SERVICES OF GEORGIA INC | 29727 NETWORK PLACE CHICAGO, IL 606731297 | METROPOLITAN LIFE INSURANCE COMPANY | — | $42 | $42 | 0.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES | PO BOX 905260 CHARLOTTE, NC 282905260 | KAISER FOUNDATION HEALTH PLAN INC | $107K | $0 | $107K | 1.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF NORTH CAROLINA INC | 214 N TYRON ST CHARLOTTE, NC 282821993 | AMERITAS LIFE INSURANCE CORP. | — | $19K | $19K | 0.45% |
| 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 | — | $12K | $12K | 0.38% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SERVICES | PO BOX 905260 CHARLOTTE, NC 282905260 | KAISER FOUNDATION HEALTH PLAN INC | $40K | $0 | $40K | 1.99% |
| 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 | $11K | $66K | 8.69% |
| TRION GROUP, INC.3 Filed as: TRION | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | HYATT LEGAL PLANS | $0 | $40 | $40 | 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 | — | $264 | $264 | 0.13% |
| 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 | — | $2K | $2K | 0.79% |
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 | 31,929 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 363 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 32,292 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 1,019 | $7.4M |
| Vision | AMERITAS LIFE INSURANCE CORP. | 28,662 | $4.3M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 56,769 | $7.9M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $3.2M |
| Other(4 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 56,769 | $9.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 56,769 | — |
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.