| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CALIFORNIA PHYSICIANS SERVICE | $26K | $3K | $29K | 2.80% |
| AMWINS3 Filed as: LISI, INC. | 1600 WEST HILLSDALE BOULEVARD SAN MATEO, CA 94402 | CALIFORNIA PHYSICIANS SERVICE | $21K | — | $21K | 2.02% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $10K | — | $10K | 1.98% |
| ALLIANT INSURANCE SERVICES, INC.3 | 7525 NORTH CEDAR AVENUE, SUITE 101 FRESNO, CA 93720 | DELTA DENTAL OF CALIFORNIA | $5K | — | $5K | 4.16% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNUM LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | — | $11K | 9.70% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 4TH FLOOR SAN DIEGO, CA 92101 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | — | $4K | 4.09% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $2K | — | $2K | 4.30% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. | $4K | — | $4K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | ARAG INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | TRANSAMERICA LIFE INSURANCE COMPANY | $320 | — | $320 | 3.33% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS , INC. | 897 12TH STREET HAMMONTON, NJ 08037 | TRANSAMERICA LIFE INSURANCE COMPANY | $199 | — | $199 | 2.07% |
| HOUSE ACCOUNT3 | 1400 CENTERVIEW DRIVE LITTLE ROCK, AR 72201 | TRANSAMERICA LIFE INSURANCE COMPANY | $15 | — | $15 | 0.16% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5 RIVER PARK PLACE, 3RD FLOOR FRESNO, CA 93720 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $267 | — | $267 | 15.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METROPOLITAN LIFE INSURANCE COMPANY | $65 | $16 | $81 | 7.71% |
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 | 514 | 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) | 514 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | CALIFORNIA PHYSICIANS SERVICE | 184 | $1.6M |
| Dental | DELTA DENTAL OF CALIFORNIA | 446 | $132K |
| Vision | VISION SERVICE PLAN | 219 | $36K |
| Life insurance(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF NORTH AMERICA | 514 | $206K |
| Short-term disability(4 contracts, 4 carriers) | UNUM LIFE INSURANCE COMPANY OF NORTH AMERICA | 514 | $233K |
| Long-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF NORTH AMERICA | 514 | $197K |
| Prescription drug(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS SERVICE | 184 | $1.5M |
| Other(6 contracts, 5 carriers) | UNUM LIFE INSURANCE COMPANY OF NORTH AMERICA | 514 | $227K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 514 | — |
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.