| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CALIFORNIA | 525 MARKET STREET SUITE 3400 SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN, INC. | $221K | — | $221K | 3.84% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | 345 CALIFORNIA STREET SUITE 2000 SAN FRANCISCO, CA 94030 | SYMETRA LIFE INSURANCE COMPANY | — | $64K | $64K | 1.46% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | PO BOX 101162 PASADENA, CA 91189 | METROPOLITAN LIFE INSURANCE COMPANY | $24K | $8K | $32K | 6.90% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC | 101 S GARLAND AVENUE STE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 0.74% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | PO BOX 101162 PASADENA, CA 91189 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $34K | — | $34K | 10.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INS SVCS OF CALIFORNIA, INC. | PO BOX 101162 PASADENA, CA 91189 | METLIFE LEGAL PLANS | $25K | — | $25K | 10.03% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | 62877 COLLECTIONS DR CHICAGO, IL 60693 | METLIFE LEGAL PLANS | — | $2K | $2K | 0.83% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS | 801 S. FIGUEROA STREET SUITE 700 LOS ANGELES, CA 90017 | METLIFE LEGAL PLANS | — | $528 | $528 | 0.22% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | 305 WALNUT STREET #E-5 CA 94063 REDWOOD CITY, CA 94063 | METLIFE LEGAL PLANS | — | $63 | $63 | 0.03% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | PO BOX 101162 PASADENA, CA 91189 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.23% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC | 101 S GARLAND AVENUE STE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 0.65% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON INS SVCS WEST | PO BOX 101162 PASADENA, CA 91189 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 1.26% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMIN INC | 101 S GARLAND AVENUE STE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 0.69% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | 200 LIBERTY STREET BROOKFIELD PLACE NEW YORK, NY 10281 | ZURICH AMERICAN INSURANCE COMPANY | $1K | — | $1K | 25.00% |
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 | 7,169 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,198 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 505 | $6.1M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1,576 | $634K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 7,169 | $4.4M |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 7,169 | $4.4M |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 505 | $5.8M |
| Other(9 contracts, 7 carriers) | SYMETRA LIFE INSURANCE COMPANY | 7,169 | $6.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,169 | — |
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.