| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 812 ANACAPA STREET, SUITE A SANTA BARBARA, CA 93101 | KAISER FOUNDATION HEALTH PLAN, INC. | $102K | — | $102K | 5.08% |
| ALLIANT INSURANCE SERVICES, INC.3 | 812 ANACAPA STREET, SUITE A SANTA BARBARA, CA 93101 | AETNA LIFE INSURANCE COMPANY | $22K | $2K | $25K | 3.32% |
| ALLIANT INSURANCE SERVICES, INC.3 | 812 ANACAPA STREET, SUITE A SANTA BARBARA, CA 93101 | AETNA HEALTH, INC. | $12K | — | $12K | 2.92% |
| ALLIANT INSURANCE SERVICES, INC.3 | 812 ANACAPA STREET, SUITE A SANTA BARBARA, CA 93101 | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $2K | $15K | 7.40% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHMENT | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $6K | $431 | $6K | 14.47% |
| ALLIANT INSURANCE SERVICES, INC.3 | 812 ANACAPA STREET, SUITE A SANTA BARBARA, CA 93101 | SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION | $1K | $126 | $1K | 12.48% |
| VARIOUS - SEE ATTACHED3 Filed as: AFLAC - SEE ATTACHMENT | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | AFLAC | $1K | — | $1K | 12.50% |
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 | 407 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 408 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 226 | $3.2M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 407 | $210K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 407 | $200K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 407 | $200K |
| Short-term disability(2 contracts) | AFLAC | 44 | $53K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 407 | $200K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 226 | $3.2M |
| Other(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 407 | $253K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 407 | — |
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.