| 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. | $27K | — | $27K | 3.07% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERIVCES | 3838 CAMINO DEL RIO NORTH, STE 200 SAN DIEGO, CA 92108 | HEALTH PLAN OF NEVADA | $22K | — | $22K | 3.02% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 3838 CAMINO DEL RIO NORTH, STE 200 SAN DIEGO, CA 92101 | SHARP HEALTH PLAN | $22K | — | $22K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $21K | — | $21K | 2.95% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNION SECURITY INSURANCE COMPANY | $16K | — | $16K | 5.27% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $6K | — | $6K | 2.85% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | MEDIEXCEL HEALTH PLAN | $7K | — | $7K | 4.73% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 3838 CAMINO DEL RIO NORTH, STE 200 SAN DIEGO, CA 92108 | NATIONAL HEALTH INSURANCE COMPANY (NHIC) | $3K | — | $3K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNION SECURITY INSURANCE COMPANY | $8K | — | $8K | 10.08% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | EYEMED VISION CARE | $8K | — | $8K | 10.11% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNION SECURITY INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNION SECURITY INSURANCE COMPANY | $4K | — | $4K | 13.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNION SECURITY INSURANCE COMPANY | $2K | — | $2K | 6.92% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2K | — | $2K | 9.84% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UDC DENTAL OF CALIFORNIA, INC. | $2K | — | $2K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNION SECURITY INSURANCE COMPANY | $3K | — | $3K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNITED DENTAL CARE OF ARIZONA, INC. | $950 | — | $950 | 21.53% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNITED DENTAL CARE OF TEXAS, INC. | $276 | — | $276 | 8.45% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UDC DENTAL OF CALIFORNIA, INC. | $210 | — | $210 | 10.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNITED DENTAL CARE OF TEXAS, INC. | $146 | — | $146 | 15.70% |
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 | 1,722 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,727 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 178 | $3.5M |
| Dental(10 contracts, 6 carriers) | UNION SECURITY INSURANCE COMPANY | 927 | $395K |
| Vision | EYEMED VISION CARE | 1,013 | $78K |
| Life insurance(4 contracts) | UNION SECURITY INSURANCE COMPANY | 927 | $448K |
| Long-term disability(2 contracts) | UNION SECURITY INSURANCE COMPANY | 132 | $50K |
| Prescription drug(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 178 | $3.5M |
| Other(2 contracts) | UNION SECURITY INSURANCE COMPANY | 927 | $337K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,013 | — |
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.