| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | UNITEDHEALTHCARE INSURANCE COMPANY | $14K | $0 | $14K | 1.88% |
| HRIS INSURANCE SERVICES3 | 15840 VENTURA BOULEVARD, SUITE 205 ENCINO, CA 91436 | UNITEDHEALTHCARE INSURANCE COMPANY | $14K | $0 | $14K | 1.88% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | UNITEDHEALTHCARE INSURANCE COMPANY | -$6 | $4K | $4K | 0.51% |
| HRIS INSURANCE SERVICES3 | 15840 VENTURA BOULEVARD, SUITE 205 ENCINO, CA 91436 | KAISER FOUNDATION HEALTH PLAN INC | $4K | $0 | $4K | 3.00% |
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | KAISER FOUNDATION HEALTH PLAN INC | $280 | $0 | $280 | 0.21% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | LOCKBOX 740659 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $87 | $87 | 0.07% |
| HRIS INSURANCE SERVICES3 | 15840 VENTURA BOULEVARD, SUITE 205 ENCINO, CA 91436 | KAISER FOUNDATION HEALTH PLAN INC | $3K | $0 | $3K | 2.38% |
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | KAISER FOUNDATION HEALTH PLAN INC | $203 | $0 | $203 | 0.18% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY | LOCKBOX 740659 LOS ANGELES, CA 90074 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $84 | $84 | 0.07% |
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 | 245 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 245 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 245 | $1.0M |
| Dental(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 245 | $764K |
| Vision(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 245 | $764K |
| Prescription drug(4 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 245 | $1.0M |
| Other | UNITEDHEALTHCARE INSURANCE COMPANY | 245 | $749K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 245 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.