| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | AETNA LIFE INSURANCE COMPANY | $417K | $58K | $475K | 4.17% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN INC | $59K | — | $59K | 2.72% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | AETNA HEALTH OF CALFIFORNIA INC | $22K | — | $22K | 3.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | STANDARD INSURANCE COMPANY | $73K | $3K | $76K | 14.35% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE, SUITE 550 SAN ANTONIO, TX 78231 | STANDARD INSURANCE COMPANY | — | $35K | $35K | 6.57% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | STANDARD INSURANCE COMPANY | $45K | $2K | $48K | 11.20% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE, SUITE 550 SAN ANTONIO, TX 78231 | STANDARD INSURANCE COMPANY | — | $28K | $28K | 6.58% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 840 GESSNER ROAD, SUITE 700 HOUSTON, TX 77024 | STANDARD INSURANCE COMPANY | $255K | $23K | $277K | 67.73% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE, SUITE 550 SAN ANTONIO, TX 78231 | STANDARD INSURANCE COMPANY | — | $16K | $16K | 4.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | STANDARD INSURANCE COMPANY | $20K | $997 | $21K | 11.23% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE, SUITE 550 SAN ANTONIO, TX 78231 | STANDARD INSURANCE COMPANY | — | $13K | $13K | 6.76% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $4K | — | $4K | 3.06% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $12K | — | $12K | 20.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $2K | $2K | 4.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | — | $8K | 15.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $2K | $2K | 4.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $1K | $1K | 4.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $1K | $5K | 14.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $1K | $5K | 14.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | — | $2K | 20.00% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 6200 SAVOY, SUITE 345 HOUSTON, TX 77036 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $387 | $387 | 4.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $310 | — | $310 | 3.67% |
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 | 2,491 | 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) | 2,491 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 7 carriers) | AETNA LIFE INSURANCE COMPANY | 2,388 | $14.6M |
| Dental | AETNA LIFE INSURANCE COMPANY | 2,388 | $11.4M |
| Vision | AETNA LIFE INSURANCE COMPANY | 2,388 | $11.4M |
| Life insurance(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 2,665 | $590K |
| Short-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 393 | $221K |
| Long-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 390 | $478K |
| Prescription drug(7 contracts, 7 carriers) | AETNA LIFE INSURANCE COMPANY | 2,388 | $14.6M |
| Other(5 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 2,665 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,665 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.