| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $4K | — | $4K | 2.34% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY INC. | 3100 E MIRALOMA AVE ANAHEIM, CA 92806 | TRUSTMARK INSURANCE COMPANY | $12K | — | $12K | 48.42% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | TRUSTMARK INSURANCE COMPANY | $5K | — | $5K | 20.75% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $6K | 23.29% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $1K | $5K | 21.56% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 6.11% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $900 | $3K | 23.45% |
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 | 681 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 682 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 63 | $702K |
| Dental(3 contracts, 3 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 281 | $892K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 281 | $190K |
| Life insurance(3 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 511 | $100K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 21 | $23K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 66 | $46K |
| Prescription drug(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 63 | $702K |
| Other(6 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 511 | $162K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 511 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.