| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | BLUE CROSS OF CALIFORNIA | $150K | $33K | $182K | 4.50% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | BLUE CROSS OF CALIFORNIA | $52K | — | $52K | 1.28% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN INC. | $44K | $2K | $46K | 2.79% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN INC. | $17K | $2 | $17K | 1.03% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | METROPOLITAN LIFE INSURANCE COMPANY | $60K | $9K | $69K | 7.56% |
| PETER J MACE3 Filed as: PETER MACE | 5775 GLENRIDGE DR, STE 500 BLDG E ATLANTA, GA 30328 | METROPOLITAN LIFE INSURANCE COMPANY | — | $28K | $28K | 3.06% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $3K | $21K | 2.29% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN INC. | $18K | $771 | $19K | 2.81% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | $1 | $4K | 0.65% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | $763 | $12K | 17.06% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $234 | $4K | 5.44% |
| PETER J MACE3 Filed as: PETER MACE | 5775 GLENRIDGE DR, STE 500 BLDG E ATLANTA, GA 30328 | METROPOLITAN LIFE INSURANCE COMPANY | — | $2K | $2K | 2.40% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | SAFEGUARD HEALTH PLANS, INC. | $843 | $105 | $948 | 2.61% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $427 | $7K | 18.95% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $109 | $2K | 5.19% |
| PETER J MACE3 Filed as: PETER MACE | 5775 GLENRIDGE DR, STE 500 BLDG E ATLANTA, GA 30328 | METROPOLITAN LIFE INSURANCE COMPANY | — | $950 | $950 | 2.66% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $104 | $2K | 5.17% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $186 | — | $186 | 1.63% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $83 | — | $83 | 0.73% |
| MARSH & MCLENNAN AGENCY LLC3 | 9171 TOWNE CENTRE DRIVE, SUITE 100 SAN DIEGO, CA 92122 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $190 | — | $190 | 2.25% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $149 | — | $149 | 1.76% |
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 | 1,057 | 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) | 1,057 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | BLUE CROSS OF CALIFORNIA | 464 | $6.4M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,057 | $955K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,057 | $919K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,057 | $919K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,057 | $919K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,057 | $919K |
| Prescription drug(5 contracts, 4 carriers) | BLUE CROSS OF CALIFORNIA | 464 | $6.4M |
| Other(4 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 1,057 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,057 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.