| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | PO BOX 4557 NEW YORK, NY 10249 | AETNA LIFE INSURANCE COMPANY | $11K | — | $11K | 0.18% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 19000 MACARTHUR BLVD IRVINE, CA 92612 | AETNA LIFE INSURANCE COMPANY | $5K | — | $5K | 0.09% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | 1144 W WASHINGTON ST TEMPE, AZ 85288 | MERCYCARE INSURANCE COMPANY | $11K | — | $11K | 1.92% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | 100 BANK ST STE 500 BURLINGTON, VT 05401 | KAISER FOUNDATION HEALTH PLAN, INC. | $10K | — | $10K | 2.67% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2300 CONTRA COSTA BLVD STE 375 PLEASANT HILL, CA 94523 | KAISER FOUNDATION HEALTH PLAN, INC. | $6K | — | $6K | 1.59% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | 100 BANK ST STE 500 BURLINGTON, VT 05401 | KAISER FOUNDATION HEALTH PLAN, INC. | $3K | — | $3K | 2.73% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 2300 CONTRA COSTA BLVD STE 375 PLEASANT HILL, CA 94523 | KAISER FOUNDATION HEALTH PLAN, INC. | $1K | — | $1K | 0.87% |
| ASD INSURANCE AND FINANCIAL SERVICE3 Filed as: ASD INSURANCE & FINANCIAL SERVICES, | 12404 PARK CENTRAL DR DALLAS, TX 75251 | KAISER FOUNDATION HEALTH PLAN, INC. | $822 | — | $822 | 0.66% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 1.61% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 301 GRANT ST # 470 PITTSBURGH, PA 15219 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 1.19% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | PO BOX 416672 BOSTON, MA 02241 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $479 | — | $479 | 0.47% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 233 S WACKER DR STE 1800 CHICAGO, IL 60606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $266 | $266 | 0.26% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 1.60% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 301 GRANT ST # 470 PITTSBURGH, PA 15219 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $785 | — | $785 | 0.84% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | PO BOX 416672 BOSTON, MA 02241 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $739 | — | $739 | 0.80% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 233 S WACKER DR STE 1800 CHICAGO, IL 60606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $255 | $255 | 0.27% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 1390 WILLOW PASS ROAD SUITE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $2K | $2K | 1.86% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 | 301 GRANT ST #470 PITTSBURGH, PA 15219 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $780 | — | $780 | 0.95% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | PO BOX 416672 BOSTON, MA 02241 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $609 | — | $609 | 0.74% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 233 S WACKER DR STE 1800 CHICAGO, IL 60606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $269 | $269 | 0.33% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | PO BOX 416672 BOSTON, MA 02241 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | — | $6K | 8.14% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 301 GRANT ST # 470 PITTSBURGH, PA 15219 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 6.86% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $1K | $1K | 1.72% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST, INC | 233 S WACKER DR STE 1800 CHICAGO, IL 60606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $217 | $217 | 0.31% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 301 GRANT ST #470 PITTSBURGH, PA 15219 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 14.89% |
| WILLIS TOWERS WATSON US LLC3 | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 10087 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1K | — | $1K | 3.65% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $419 | $419 | 1.31% |
| THE WORKSITE GROUP LLC3 | 1900 POLARIS PKWY STE 450 COLUMBUS, OH 43240 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $170 | — | $170 | 0.53% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 233 S WACKER DR STE 1800 CHICAGO, IL 60606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $126 | $126 | 0.39% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST | CHURCH ST PO BOX 4557 NEW YORK, NY 10249 | DELTA DENTAL OF WISCONSIN | $2K | — | $2K | 8.34% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 301 GRANT ST #470 PITTSBURGH, PA 15219 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 12.45% |
| WILLIS TOWERS WATSON US LLC3 | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 10087 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $991 | — | $991 | 3.52% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $311 | $311 | 1.10% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 233 S WACKER DR STE 1800 CHICAGO, IL 60606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $111 | $111 | 0.39% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 301 GRANT ST #470 PITTSBURGH, PA 15219 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 14.72% |
| WILLIS TOWERS WATSON US LLC3 | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 10087 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $797 | — | $797 | 4.20% |
| EDGEWOOD PARTNERS INSURANCE CENTER3 Filed as: EDGEWOOD PARTNERS INS CENTER | 1390 WILLOW PASS RD STE 800 CONCORD, CA 94520 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $206 | $206 | 1.09% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON MIDWEST INC | 233 S WACKER DR STE 1800 CHICAGO, IL 60606 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $75 | $75 | 0.40% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST LTD | 203 N LA SALLE ST FLOOR 20 CHICAGO, IL 60601 | WYSSTA INSURANCE COMPANY INC | $126 | — | $126 | 3.45% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST | CHURCH ST PO BOX 4557 NEW YORK, NY 10249 | WYSSTA INSURANCE COMPANY INC | $125 | — | $125 | 3.42% |
| INTEGRO INSURANCE BROKERS3 Filed as: EPIC INSURANCE BROKERS | 5909 PEACHTREE DUNWOODY RD 800 ATLANTA, GA 30328 | WYSSTA INSURANCE COMPANY INC | $42 | — | $42 | 1.15% |
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 | 670 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 19 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 689 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 788 | $7.2M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 788 | $6.2M |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 788 | $6.2M |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 643 | $152K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 643 | $93K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 586 | $102K |
| Prescription drug(4 contracts, 3 carriers) | AETNA LIFE INSURANCE COMPANY | 788 | $7.2M |
| Other(5 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 643 | $231K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 788 | — |
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.