| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | BLUE CROSS OF CALIFORNIA | $70K | $1K | $71K | 2.55% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | LOCKBOX 740659 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN, INC. | $30K | $0 | $30K | 1.83% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | DELTA DENTAL OF CALIFORNIA | $16K | $0 | $16K | 5.39% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | LOCKBOX 740659 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $4K | $0 | $4K | 1.63% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | 7701 AIRPORT CENTER DRIVE SUITE 1800 GREENSBORO, NC 27409 | ANTHEM LIFE INSURANCE COMPANY | $27K | $0 | $27K | 19.69% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 412703 BOSTON, MA 02241 | VISION SERVICE PLAN | $2K | $0 | $2K | 3.82% |
| VOLUNTARY BENEFIT ADVISORS3 Filed as: VOLUNTARY BENEFIT ADVISORS, INC. | 1936 EAST DEEREAVENUE, SUITE 120 SANTA ANA, CA 92705 | TRANSAMERICA LIFE INSURANCE COMPANY | $247 | $0 | $247 | 1.53% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INSURANCE SVCS | 525 MARKET STREET, SUITE 3400 SAN FRANCISCO, CA 94105 | TRANSAMERICA LIFE INSURANCE COMPANY | $133 | $0 | $133 | 0.82% |
| EOI SERVICE COMPANY INC3 Filed as: EOI ENROLLMENT SERVICES, LLC | 3100 EAST MIRALOMA AVENUE SUITE 240 CHICAGO, IL 92806 | TRANSAMERICA LIFE INSURANCE COMPANY | $119 | $0 | $119 | 0.74% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | METROPOLITAN GENERAL INSURANCE COMPANY | $563 | $3 | $566 | 10.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGENCY, LLC | PO BOX 350 CONSHOHOCKEN, PA 19428 | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $50 | $50 | 0.89% |
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 | 440 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 440 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE CROSS OF CALIFORNIA | 199 | $4.7M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 565 | $327K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 298 | $76K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 491 | $137K |
| Short-term disability | ANTHEM LIFE INSURANCE COMPANY | 491 | $137K |
| Long-term disability | ANTHEM LIFE INSURANCE COMPANY | 491 | $137K |
| Prescription drug(4 contracts, 4 carriers) | BLUE CROSS OF CALIFORNIA | 199 | $4.7M |
| Other(4 contracts, 4 carriers) | ANTHEM LIFE INSURANCE COMPANY | 491 | $169K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 565 | — |
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.