| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 333 S HOPE STREET SUITE 3750 LOS ANGELES, CA 90071 | BLUE CROSS OF CALIFORNIA | $75K | $0 | $75K | 2.89% |
| BEERE & PURVES INC3 Filed as: BEERE & PURVES INC. | 1350 TREAT BLVD SUITE 470 WALNUT CREEK, CA 94597 | BLUE CROSS OF CALIFORNIA | $0 | $50K | $50K | 1.92% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 200 FLYNN ROAD CAMARILLO, CA 93012 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $61 | $7K | 2.85% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER ROAD SUITE 900 HOUSTON, TX 77056 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 0.94% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $7K | $0 | $7K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $2K | $0 | $2K | 4.15% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 4TH FLOOR SAN DIEGO, CA 92101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 4TH FLOOR SAN DIEGO, CA 92101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 12.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 4TH FLOOR SAN DIEGO, CA 92101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 100 PINE STREET 11TH FLOOR SAN FRANCISCO, CA 94111 | ACE AMERICAN INSURANCE COMPANY | $3K | $0 | $3K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 4TH FLOOR SAN DIEGO, CA 92101 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $909 | $0 | $909 | 5.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | CONCERN EAP | $194 | $0 | $194 | 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 | 614 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 631 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 1,290 | $2.8M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,907 | $240K |
| Vision | VISION SERVICE PLAN | 614 | $39K |
| Life insurance(3 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 1,290 | $2.6M |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 579 | $25K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 598 | $18K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 186 | $231K |
| Other(4 contracts, 3 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 598 | $80K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,907 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.