| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 506 N. BRAND BLVD., #600 GLENDALE, CA 91203 | KAISER FOUNDATION HEALTH PLAN, INC. | $29K | — | $29K | 2.98% |
| NONSTOP ADMINISTRATION & INSURANCE3 | 2300 CLAYTON ROAD, #1450 CONCORD, CA 945202146 | KAISER FOUNDATION HEALTH PLAN, INC. | $3K | — | $3K | 0.29% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2 PIERCE PLACE, 14TH FLOOR ITASCA, IL 601431203 | KAISER FOUNDATION HEALTH PLAN, INC. | — | $166 | $166 | 0.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 2850 GOLF ROAD ROLLING MEADOWS, IL 60005 | ANTHEM BLUE CROSS | $7K | — | $7K | 3.11% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 505 N. BRAND BLVD., #600 GLENDALE, CA 91203 | CHINESE COMMUNITY HEALTH PLAN | $9K | — | $9K | 4.56% |
| NONSTOP ADMINISTRATION & INSURANCE3 | 1800 SUTTER STREET, #730 CONCORD, CA 94520 | CHINESE COMMUNITY HEALTH PLAN | $873 | — | $873 | 0.44% |
| GALLAGHER BENEFIT SERVICES, INC.3 | P. O. BOX 3009 ARLINGTON HEIGHTS, IL 600063009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 4.52% |
| ACE BENEFIT PARTNERS, INC.3 | 1990 N. FALIFORNIA BLVD., #900 WALNUT CREEK, CA 94526 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 2.18% |
| NONSTOP ADMINISTRATION & INSURANCE3 | 2300 CLAYTON ROAD, #1450 CNCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $861 | — | $861 | 0.98% |
| NONSTOP ADMINISTRATION & INSURANCE3 | 2300 CLAYTON ROAD, #1450 CONCORD, CA 94520 | VISION SERVICE PLAN | $59 | — | $59 | 0.26% |
| GALLAGHER BENEFIT SERVICES, INC.3 | P. O. BOX 3009 ARLINGTON HEIGHTS, IL 94526 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $628 | — | $628 | 8.07% |
| ACE BENEFIT PARTNERS, INC.3 | 1990 N.CALIFORNIA BLVD., #900 WALNUT CREEK, CA 94526 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $278 | $278 | 3.57% |
| NONSTOP ADMINISTRATION & INSURANCE3 | 2300 CLAYTON ROAD, #1450 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $150 | — | $150 | 1.93% |
| GALLAGHER BENEFIT SERVICES, INC.3 | P. O. BOX 3009 ARLINGTON HEIGHTS, FL 600063009 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $407 | — | $407 | 8.07% |
| ACE BENEFIT PARTNERS, INC.3 | 1990 N. CALIFORNIA BLVD., #900 WALNUT CREEK, CA 94526 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $180 | $180 | 3.57% |
| NONSTOP ADMINISTRATION & INSURANCE3 | 2300 CLAYTON ROAD, #1450 CNCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $97 | — | $97 | 1.92% |
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 | 264 | 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) | 264 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 147 | $1.4M |
| Dental | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 132 | $88K |
| Vision | VISION SERVICE PLAN | 131 | $23K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 264 | $5K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 265 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 265 | — |
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.