| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | PO BOX 101162 PASADENA, CA 91189 | KAISER FOUNDATION HEALTH PLAN INC | $77K | — | $77K | 3.15% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC | P.O. BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN INC | $43K | — | $43K | 1.74% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CALIFORNIA | P.O. BOX 101162 PASADENA, CA 91189 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $0 | $3K | $3K | 1.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SVCS WEST INC | 525 MARKET ST STE 3400 SAN FRANCISCO, CA 94105 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $0 | $3K | $3K | 0.83% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CALIFORNIA | P.O. BOX 101162 PASADENA, CA 91189 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $0 | $2K | $2K | 1.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SVCS WEST INC | 525 MARKET ST STE 3400 SAN FRANCISCO, CA 94105 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $0 | $1K | $1K | 0.84% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF CALIFORNIA | P.O. BOX 101162 PASADENA, CA 91189 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $0 | $1K | $1K | 1.11% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON SVCS WEST INC | 525 MARKET ST STE 3400 SAN FRANCISCO, CA 94105 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $0 | $1K | $1K | 0.96% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | PO BOX 101162 PASADENA, CA 91189 | CONCERN | $2K | — | $2K | 5.00% |
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 | 1,735 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 21 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,756 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,262 | $2.7M |
| Life insurance | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 1,776 | $314K |
| Short-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 1,702 | $115K |
| Long-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 1,702 | $147K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,262 | $2.7M |
| Stop-loss / reinsurancereinsurance | BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY | 1,262 | $1.2M |
| Other(2 contracts, 2 carriers) | CONCERN | 1,695 | $38K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,776 | — |
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.