| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET, STE 600 SAN DIEGO, CA 92101 | UNITEDHEALTHCARE INSURANCE COMPANY | $144K | — | $144K | 3.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET, STE 600 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN, INC. | $55K | — | $55K | 2.96% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET, STE 600 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN, INC. | $39K | — | $39K | 2.96% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET, STE 600 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $9K | — | $9K | 4.38% |
| JOHN ENOMOTO Filed as: JOHN DELEE | 737 BISHOP STREET, STE 1200 HONOLULU, HI 96813 | HAWAII MEDICAL ASSURANCE ASSOCIATION | $5K | — | $5K | 3.94% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET, STE 600 SAN DIEGO, CA 92101 | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | $6K | — | $6K | 5.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET, STE 600 SAN DIEGO, CA 92101 | PRINCIPAL LIFE INSURANCE COMPANY | $9K | $3K | $13K | 13.33% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET, STE 600 SAN DIEGO, CA 92101 | EYEMED VISION CARE (FIDELITY) | $9K | — | $9K | 9.15% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET, STE 600 SAN DIEGO, CA 92101 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | $973 | $4K | 13.54% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED CONCORDIA COMPANIES, INC. EIN 25-1687586 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | PO BOX 69420 HARRISBURG, PA 17106 | $64K |
| HELIX ELECTRIC INC. EIN 33-0124909 EMPLOYER/PLAN ADMIN | Plan Administrator Service code 14 | PO BOX 85298 SAN DIEGO, CA 92186 | $60K |
| MOSS ADAMS EIN 91-0189318 AUDITORS | Accounting (including auditing) Service code 10 | 4747 EXECUTIVE DRIVE, STE 1300 SAN DIEGO, CA 92121 | $9K |
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 | 2,075 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,075 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 1,560 | $8.3M |
| Dental | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | 791 | $106K |
| Vision | EYEMED VISION CARE (FIDELITY) | 2,014 | $93K |
| Life insurance(2 contracts) | PRINCIPAL LIFE INSURANCE COMPANY | 1,746 | $122K |
| Prescription drug | HAWAII MEDICAL ASSURANCE ASSOCIATION | 47 | $126K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,014 | — |
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.