| 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. | $13K | $0 | $13K | 0.19% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, CA 94596 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $157K | $0 | $157K | 5.46% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | VISION SERVICE PLAN | -$6 | $0 | -$6 | -0.00% |
| ALLIANT INSURANCE SERVICES, INC.4 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1100 WALNUT CREEK, CA 94596 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $11K | $0 | $11K | 10.85% |
| CHRISTA G AUFDEMBERG INC4 Filed as: CHRISTA AUFDEMBERG | 13102 BRITTANY WOODS DRIVE TUSTIN, CA 92780 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $7K | $0 | $7K | 6.51% |
| CHARLES A WALTERS4 Filed as: CHARLES WATERS | 13241 WEST GOLDEN PUMA TRAIL PEORIA, AZ 85383 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $339 | $0 | $339 | 0.33% |
| KACY LAVENDER4 | 307 SPRING CREEK MOODY, TX 76557 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $60 | $0 | $60 | 0.06% |
| CECILIA B QUINTEROS4 Filed as: CECILIA QUINTEROS | 1570 MURRE LANE SUNNYVALE, CA 94087 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $28 | $0 | $28 | 0.03% |
| EVELYN M. SHELTON4 Filed as: EVELYN SHELTON | 2954 OAKLEY ROAD OAKLEY, CA 94561 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $23 | $0 | $23 | 0.02% |
| REMMEL SOLUTIONS4 | 1183 SWALLOWTAIL WAY NIPOMO, CA 93444 | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $20 | $0 | $20 | 0.02% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4K | $0 | $4K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, CA 94596 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4K | $0 | $4K | 10.12% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | FEDERAL INSURANCE COMPANY | $1K | $84 | $1K | 16.14% |
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 | 2,453 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 89 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 151 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,693 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,146 | $6.7M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 3 | $38K |
| Vision | VISION SERVICE PLAN | 2,250 | $334K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,453 | $2.9M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,453 | $2.9M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,453 | $2.9M |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 1,146 | $6.7M |
| Other(4 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 3,396 | $3.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,396 | — |
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.