| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | BLUE CROSS OF CALIFORNIA | $214K | $8K | $222K | 3.13% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $7K | $261 | $7K | 3.13% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | $2K | $14K | 18.58% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $10K | — | $10K | 16.26% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $200 | $3K | 7.94% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | PO BOX 101162 PASADENA, CA 91189 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $69 | $1K | 3.16% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP | 3350 RIVERWOOD PKWY, SUITE 80 ATLANTA, GA 30339 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $110 | — | $110 | 0.26% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | TELEDOC | $3K | — | $3K | 15.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES, INC | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | HARTFORD LIFE AND ACCIDENT | — | $221 | $221 | 4.00% |
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 | 535 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 549 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 623 | $7.1M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 248 | $467K |
| Vision | VISION SERVICE PLAN | 500 | $78K |
| Life insurance(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 533 | $313K |
| Short-term disability | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 533 | $238K |
| Long-term disability | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 533 | $238K |
| Prescription drug | BLUE CROSS OF CALIFORNIA | 470 | $7.1M |
| Other(6 contracts, 4 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 641 | $434K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 641 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.