| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | UNITED HEALTHCARE INSURANCE COMPANY | $324K | — | $324K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN INC | $49K | — | $49K | 3.44% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | DELTA DENTAL OF CALIFORNIA | $70K | — | $70K | 8.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $44K | $25K | $69K | 15.66% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | VISION SERVICE PLAN | $20K | — | $20K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | $8K | $23K | 15.60% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $4K | $11K | 15.66% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | UNUM INSURANCE COMPANY | $7K | $372 | $8K | 16.79% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | UNUM INSURANCE COMPANY | $5K | $413 | $6K | 16.21% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | UNUM INSURANCE COMPANY | $4K | $332 | $5K | 16.18% |
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 | 837 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 841 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 600 | $12.2M |
| Dental | DELTA DENTAL OF CALIFORNIA | 1,783 | $871K |
| Vision | VISION SERVICE PLAN | 849 | $205K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 835 | $438K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 319 | $70K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 835 | $150K |
| Prescription drug(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 600 | $12.2M |
| Other(5 contracts, 3 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 891 | $562K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,783 | — |
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.