| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $63K | — | $63K | 3.01% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | UNKNOWN SAN DIEGO, CA 92110 | HEALTH PLAN OF NEVADA | $21K | — | $21K | 2.75% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 4TH FLOOR SAN DIEGO, CA 92101 | UNION SECURITY INSURANCE COMPANY | $6K | — | $6K | 1.62% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 4TH FLOOR SAN DIEGO, CA 92101 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | — | $9K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $6K | $6K | 2.08% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | MEDIEXCEL HEALTH PLAN | $6K | — | $6K | 4.75% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | $1K | $4K | 3.57% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 4TH FLOOR SAN DIEGO, CA 92101 | EYEMED VISION CARE | $8K | — | $8K | 9.59% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | RELIASTAR LIFE INSURANCE COMPANY | $6K | $771 | $7K | 13.45% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 4TH FLOOR SAN DIEGO, CA 92101 | UDC DENTAL OF CALIFORNIA, INC. | $2K | — | $2K | 9.97% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 4TH FLOOR SAN DIEGO, CA 92101 | UNITED DENTAL CARE OF TEXAS, INC. | $202 | — | $202 | 1.32% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 4TH FLOOR SAN DIEGO, CA 92101 | UNION SECURITY INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 4TH FLOOR SAN DIEGO, CA 92101 | UNITED DENTAL CARE OF UTAH, INC. | $1K | — | $1K | 92.53% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 4TH FLOOR SAN DIEGO, CA 92101 | UNITED DENTAL CARE OF ARIZONA, INC. | $246 | — | $246 | 39.05% |
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 | 980 | 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) | 980 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 396 | $3.4M |
| Dental(5 contracts, 5 carriers) | UNION SECURITY INSURANCE COMPANY | 457 | $429K |
| Vision | EYEMED VISION CARE | 1,101 | $86K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 980 | $50K |
| Long-term disability | UNION SECURITY INSURANCE COMPANY | 122 | $11K |
| Prescription drug(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 396 | $3.4M |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 980 | $50K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,101 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.