| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $33K | $2K | $35K | 12.91% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | PO BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $5K | $5K | 2.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $24K | $1K | $25K | 9.95% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | PO BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $6K | $6K | 2.24% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $15K | $1K | $16K | 10.12% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | PO BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $4K | $4K | 2.29% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $28K | — | $28K | 18.30% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | EYEMED | $13K | — | $13K | 8.65% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | AETNA LIFE INSURANCE COMPANY | $8K | — | $8K | 6.59% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | $725 | $10K | 10.14% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | PO BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $2K | $2K | 2.15% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | — | $13K | 18.53% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | $512 | $9K | 12.98% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | PO BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 2.03% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12K | — | $12K | 18.54% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | $367 | $5K | 10.14% |
| HODGES-MACE LLC3 Filed as: HODGES MACE LLC | PO BOX 95381 CHICAGO, IL 60694 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 2.29% |
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 | 1,887 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,904 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | BLUE CROSS OF CALIFORNIA | 746 | $14.8M |
| Dental | AETNA LIFE INSURANCE COMPANY | 503 | $114K |
| Vision(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 1,863 | $7.1M |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,135 | $428K |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 326 | $99K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 979 | $252K |
| Prescription drug(6 contracts, 5 carriers) | BLUE CROSS OF CALIFORNIA | 746 | $14.8M |
| Other(6 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,528 | $467K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,528 | — |
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.