| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| INTERNATIONAL PROINSURANCE SERVICES3 | 3925 BOHANNON DR SE SUITE 100 MENLO PARK, CA 94025 | KAISER FOUNDATION HEALTH PLAN INC | $13K | — | $13K | 1.42% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 5664 PRAIRIE CREEK DRIVE SE CALEDONIA, MI 49316 | KAISER FOUNDATION HEALTH PLAN INC | $10K | — | $10K | 1.06% |
| INTERNATIONAL PROINSURANCE SERVICES3 | 3925 BOHANNON DRIVE SUITE A MENLO PARK, CA 94025 | AETNA LIFE INSURANCE CO. | $10K | — | $10K | 2.95% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS FINANCIAL SER | 12404 PARK CENTRAL DR SUITE 400 DALLAS, TX 75251 | AETNA LIFE INSURANCE CO. | $9K | — | $9K | 2.53% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC DBA | PROCO INSURANCE SERVICES 3925 BOHANNON DRIVE, SUITE 100 MENLO PARK, CA 94025 | AETNA LIFE INSURANCE CO. | $7K | — | $7K | 2.11% |
| INTERNATIONAL PROINSURANCE SERVICES3 | 3925 BOHANNON DRIVE SUITE A MENLO PARK, CA 94025 | VISION SERVICE PLAN | $1K | — | $1K | 2.04% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3925 BOHANNON DR SUITE 100 MENLO PARK, CA 94025 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 7.77% |
| HKSS SERVICES LLC3 | 3925 BOHANNON DR SUITE 100 MENLO PARK, CA 94025 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 7.23% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3925 BOHANNON DR SUITE 100 MENLO PARK, CA 94025 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 7.76% |
| HKSS SERVICES LLC3 | 3925 BOHANNON DR SUITE 100 MENLO PARK, CA 94028 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 7.24% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 3925 BOHANNON DR SUITE 100 MENLO PARK, CA 94025 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 7.76% |
| HKSS SERVICES LLC3 | 3925 BOHANNON DR SUITE 100 MENLO PARK, CA 94025 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 7.24% |
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 | 326 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 333 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 194 | $908K |
| Dental | AETNA LIFE INSURANCE CO. | 633 | $341K |
| Vision | VISION SERVICE PLAN | 315 | $72K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 318 | $45K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 318 | $19K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 318 | $25K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 194 | $908K |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 318 | $45K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 633 | — |
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.