| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN INC. | $165K | $0 | $165K | 2.11% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $0 | $2K | $2K | 0.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $165K | $0 | $165K | 5.34% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 PASADENA, CA 91109 | VISION SERVICE PLAN | $7K | $0 | $7K | 2.11% |
| ALLIANT INSURANCE SERVICES, INC.4 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA ST STE 1000 WALNUT CREEK, CA 94596 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $14K | $0 | $14K | 16.30% |
| CHRISTA G AUFDEMBERG INC4 | 13102 BRITTANY WOODS DR TUSTIN, CA 92780 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $7K | $0 | $7K | 7.99% |
| CHARLES A WALTERS4 | 23825 N 65TH DR GLENDALE, AZ 85310 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $428 | $0 | $428 | 0.51% |
| NANCY CHACONAS4 Filed as: NANCY CHACONAS DBA VISION MAKERS | 6651 CHARI LN SOMIS, CA 93066 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $122 | $0 | $122 | 0.14% |
| KACY LAVENDER4 | 307 SPRING CRK MOODY, TX 76557 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $53 | $0 | $53 | 0.06% |
| REMMEL SOLUTIONS4 | 1183 SWALLOWTAIL WAY NIPOMO, CA 93444 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $39 | $0 | $39 | 0.05% |
| CECILIA B QUINTEROS4 | 1570 MURRE LN SUNNYVALE, CA 94087 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $23 | $0 | $23 | 0.03% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4K | $0 | $4K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | FEDERAL INSURANCE COMPANY | $1K | $7 | $1K | 15.10% |
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 | 3,095 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 41 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 273 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,409 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC. | 1,160 | $7.8M |
| Vision | VISION SERVICE PLAN | 2,773 | $330K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,095 | $3.1M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,095 | $3.1M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,095 | $3.1M |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 1,160 | $7.8M |
| Other(5 contracts, 5 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,095 | $3.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,095 | — |
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.