| 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 | $128K | — | $128K | 4.04% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA, INC. | 345 CALIFORNIA ST STE 2000 SAN FRANCISCO, CA 94030 | SYMETRA LIFE INSURANCE COMPANY | — | $13K | $13K | 0.90% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | PO BOX 101162 PASADENA, CA 91189 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $25K | — | $25K | 10.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | PO BOX 101162 PASADENA, CA 91189 | METLIFE LEGAL PLANS | $14K | — | $14K | 10.94% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA | 525 MARKET STREET SUITE 3400 SAN FRANCISCO, CA 94105 | METLIFE LEGAL PLANS | — | $2K | $2K | 1.38% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CA INC | 801 S. FIGUEROA STREET SUITE 700 LOS ANGELES, CA 90017 | METLIFE LEGAL PLANS | — | $61 | $61 | 0.05% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON | 200 LIBERTY STREET NEW YORK, NY 10281 | ACE AMERICAN INSURANCE COMPANY | $1K | — | $1K | 10.00% |
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 | 3,285 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 91 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,404 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 569 | $3.4M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 9 | $247K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 3,285 | $1.5M |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 3,285 | $1.5M |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 569 | $3.2M |
| Other(6 contracts, 6 carriers) | SYMETRA LIFE INSURANCE COMPANY | 3,285 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,285 | — |
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.