| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL ST. STE 110 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN, INC. | $46K | — | $46K | 4.42% |
| ACRISURE LLC3 Filed as: ORION RISK MANAGEMENT INSURANCE SER | 1800 QUAIL ST. STE 110 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN, INC. | $89 | — | $89 | 0.01% |
| MGMT COMPENSATION GROUP SE LLC DBA3 | 40 WALL ST STE 1304 NEW YORK, NY 10005 | METROPOLITAN LIFE INSURANCE COMPANY | $44K | — | $44K | 10.10% |
| PETER ROSENGARD3 | 308 HARPER DR FL 1 MOORESTOWN, NJ 08057 | METROPOLITAN LIFE INSURANCE COMPANY | $36K | — | $36K | 8.19% |
| METRO ACCIDENT & HEALTH AGENCY INC.3 | 500 N BROADWAY STE 243 JERICHO, NY 11753 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | — | $23K | 5.23% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INS SERVICES INC. | 1250 S CAPITAL OF TEXAS HWY BLDG 2 STE 125 AUSTIN, TX 78746 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | — | $14K | 3.16% |
| KAREN R GARDNER3 | 500 N BROADWAY STE 243 JERICHO, NY 11753 | METROPOLITAN LIFE INSURANCE COMPANY | $476 | — | $476 | 0.11% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL ST. STE 110 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN, INC. | $16K | — | $16K | 4.36% |
| ACRISURE LLC3 Filed as: ORION RISK MANAGEMENT INSURANCE SER | 1800 QUAIL ST. STE 110 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN, INC. | $278 | — | $278 | 0.08% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2600 SOUTH TELEGRAPH RD. STE 100 BLOOMFIELD, MI 48302 | METLIFE LEGAL PLANS | $18K | $193 | $19K | 13.25% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES OF CA | 505 NORTH BRAND BLVD 6TH FL GLENDALE, CA 91203 | METLIFE LEGAL PLANS | — | $807 | $807 | 0.58% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 323 W. LAKESIDE AVE. CLEVELAND, OH 44114 | METLIFE LEGAL PLANS | — | $2 | $2 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 7900 WESTPARK DR. STE T220 MCLEAN, VA 22102 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $111 | — | $111 | 6.39% |
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 | 12,449 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 12,449 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 78 | $1.4M |
| Vision | VISION SERVICE PLAN | 2,874 | $539K |
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 6,100 | $1.3M |
| Short-term disability(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,222 | $861K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,725 | $728K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 78 | $1.4M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 6,100 | $733K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,100 | — |
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.