| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN INC. | $44K | — | $44K | 0.96% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | METROPOLITAN LIFE INSURANCE COMPANY | $30K | $4K | $35K | 1.11% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $58K | $3K | $60K | 5.22% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $46K | $3K | $49K | 5.27% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | VISION SERVICE PLAN | $7K | — | $7K | 1.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $7K | — | $7K | 1.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $28K | $3K | $31K | 5.44% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $20K | $2K | $22K | 5.43% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | — | $3K | 0.90% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS INC. | 897 12TH STREET PO BOX 1116 HAMMONTON, NJ 08037 | RELIASTAR LIFE INSURANCE COMPANY | $33K | $2K | $35K | 13.62% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | RELIASTAR LIFE INSURANCE COMPANY | $18K | $2K | $19K | 7.67% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $1K | $10K | 11.52% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $265 | $4K | 5.38% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | FEDERAL INSURANCE COMPANY | $6K | — | $6K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $362 | — | $362 | 2.06% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $425 | — | $425 | 20.00% |
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 | 10,882 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 52 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,934 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 893 | $5.0M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 8,343 | $3.8M |
| Vision | VISION SERVICE PLAN | 5,048 | $728K |
| Life insurance(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 10,882 | $1.4M |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 10,886 | $1.2M |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 10,882 | $564K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 893 | $5.0M |
| Other(6 contracts, 5 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 10,882 | $855K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,886 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.