| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 6400 S FIDDLERS GREEN CIRCLE STE 2000 GREENWOOD VILLAGE, CO 80111 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $31K | — | $31K | 1.20% |
| ALAN J ZUCCARI INC3 Filed as: ALAN J. ZUCCARI, INC. | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 220308621 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $29K | — | $29K | 1.12% |
| ALAN J ZUCCARI INC3 Filed as: ALAN J ZUCCARI, INC. DBA HAMILTON | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 220308621 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $19K | — | $19K | 0.97% |
| ALAN J ZUCCARI INC3 Filed as: ALAN Z ZUCCARI INC. T/A HAMILTON | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 220308621 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $2K | — | $2K | 0.08% |
| ALAN J ZUCCARI INC3 Filed as: ALAN J. ZUCCARI, INC. | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 220308621 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $21K | — | $21K | 1.11% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2185 N CALIFORNIA BLVD STE 400 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $17K | — | $17K | 0.93% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET/FLOOR 6 SAN DIEGO, CA 92101 | DELTA DENTAL INSURANCE COMPANY | $85K | — | $85K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $148K | — | $148K | 9.36% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 Filed as: BENEFIT ADVISORS SERVICES GROUP | 1120 SANCTUARY PARKWAY STE 375 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $12K | $12K | 0.76% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $134K | — | $134K | 9.00% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 Filed as: BENEFIT ADVISORS SERVICES GROUP | 1120 SANCTUARY PARKWAY STE 375 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $12K | $12K | 0.81% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $10K | — | $10K | 0.83% |
| ALAN J ZUCCARI INC3 Filed as: ALAN J. ZUCCARI, INC. | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 220308621 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 0.58% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 1125 SANCTUARY PARKWAY SUITE 300 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $75K | — | $75K | 9.72% |
| BENEFIT ADVISORS SERVICES GROUP LLC3 Filed as: BENEFIT ADVISORS SERVICES GROUP | 1120 SANCTUARY PARKWAY STE 375 ALPHARETTA, GA 30009 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $7K | $7K | 0.94% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 911098299 | VISION SERVICE PLAN | $18K | — | $18K | 3.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $4K | — | $4K | 1.32% |
| ALAN J ZUCCARI INC0 Filed as: ALAN J. ZUCCARI, INC. | 4100 MONUMENT CORNER DR STE 500 FAIRFAX, VA 220308621 | KAISER FOUNDATION HEALTH PLAN INC | $3K | — | $3K | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.4 Filed as: ALLIANT INSURANCE SERVICES I | FL 6 701 B ST SAN DIEGO, CA 92101 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $10K | — | $10K | 17.00% |
| ALAN J ZUCCARI INC3 Filed as: ALAN J. ZUCCARI, INC. | 4100 MONUMENT CORNER DR # 500 FAIRFAX, VA 220308609 | VISION SERVICE PLAN | $126 | — | $126 | 6.65% |
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 | 6,859 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 81 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,940 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 280 | $7.9M |
| Dental(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 3,042 | $4.2M |
| Vision(3 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 3,010 | $3.0M |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 7,286 | $1.5M |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,233 | $1.6M |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,339 | $774K |
| Other(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 1,521 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,286 | — |
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.