| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF RD. GBS FINANCE 5TH FL ROLLING MEADOWS, IL 60008 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $10K | $10K | 1.40% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL ST. STE 110 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN, INC. | $24K | — | $24K | 4.51% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF RD. GBS FINANCE 5TH FL ROLLING MEADOWS, IL 60008 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $6K | $6K | 1.14% |
| MGMT COMPENSATION GROUP SE LLC DBA3 | 40 WALL ST STE 1304 NEW YORK, NY 10005 | METROPOLITAN LIFE INSURANCE COMPANY | $26K | $3K | $29K | 9.23% |
| PETER ROSENGARD3 | 308 HARPER DR FL 1 MOORESTOWN, NJ 08057 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | — | $23K | 7.36% |
| METRO ACCIDENT & HEALTH AGENCY INC.3 | 500 N BROADWAY STE 243 JERICHO, NY 11753 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | — | $12K | 3.82% |
| 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 | $6K | — | $6K | 1.89% |
| KAREN R GARDNER3 | 500 N BROADWAY STE 243 JERICHO, NY 11753 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 0.34% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF RD. GBS FINANCE 5TH FL ROLLING MEADOWS, IL 60008 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $2K | $2K | 1.19% |
| BENEFITS AMERICA INSURANCE SERVICES3 | 1800 QUAIL ST. STE 110 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN, INC. | $2K | — | $2K | 2.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF RD. GBS FINANCE 5TH FL ROLLING MEADOWS, IL 60008 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $2K | $2K | 1.71% |
| ALLIANT INSURANCE SERVICES, INC.3 | AIS DB EB OP ACCOUNT PO BOX 745977 LOS ANGELES, CA 90074 | METLIFE LEGAL PLANS | $8K | $109 | $8K | 10.60% |
| ALLIANT INSURANCE SERVICES, INC.3 | DB-EB OPERATING ACCOUNT PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS | $702 | $460 | $1K | 1.56% |
| ALLIANT INSURANCE SERVICES, INC.3 | 3600 N CAPITAL OF TX HWY STE B-200 AUSTIN, TX 78746 | METLIFE LEGAL PLANS | $0 | $78 | $78 | 0.10% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER RD. STE 900 HOUSTON, TX 77056 | METLIFE LEGAL PLANS | — | $4 | $4 | 0.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF RD. GBS FINANCE 5TH FL ROLLING MEADOWS, IL 60008 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $101 | $101 | 1.21% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B ST. 6FL SAN DIEGO, CA 92101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $34 | — | $34 | 10.33% |
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 | 6,495 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 6,495 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 71 | $644K |
| Vision | VISION SERVICE PLAN | 2,625 | $314K |
| Life insurance(3 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 6,495 | $1.1M |
| Short-term disability(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,214 | $496K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,512 | $199K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 71 | $644K |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 6,495 | $493K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,495 | — |
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.