| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST IN | 75 REMITTANCE DR STE 1446 CHICAGO, IL 60675 | BLUE CROSS BLUE SHIELD OF ARIZONA | $306K | — | $306K | 3.87% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC - IL | 29840 NETWORK PLACE CHICAGO, IL 606731298 | KAISER FOUNDATION HEALTH PLAN INC | $76K | — | $76K | 2.78% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 707 WILSHIRE BLVD STE 2600 LOS ANGELES, CA 90017 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $214K | — | $214K | 11.35% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC (SEATTLE) | 1420 FIFTH AVENUE, SUITE 1200 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $24K | — | $24K | 3.14% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 425 MARKET ST., SUITE 2800 SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $28K | — | $28K | 3.66% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC - IL | 29840 NETWORK PLACE CHICAGO, IL 606731298 | KAISER FOUNDATION HEALTH PLAN, INC. | $16K | — | $16K | 3.20% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC | 20 N. MARTINGALE ROAD SUITE 100 SCHAUMBURG, IL 601732412 | KAISER FOUNDATION HEALTH PLAN, INC. | -$361 | — | -$361 | -0.07% |
| AON CONSULTING INC3 Filed as: AON CONSULTING & INSURANCE SERVICES | 425 MARKET ST., SUITE 2800 SAN FRANCISCO, CA 94105 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC | $9K | — | $9K | 3.79% |
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 | 5,222 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,228 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 1,588 | $12.9M |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 4,839 | $1.9M |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 4,839 | $1.9M |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 4,839 | $1.9M |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 4,839 | $1.9M |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 4,839 | $1.9M |
| Prescription drug(6 contracts, 5 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 1,588 | $12.9M |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 4,839 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,839 | — |
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.