| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 15939 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | KAISER FOUNDATION HEALTH PLAN, INC. | $29K | $0 | $29K | 1.00% |
| LOCKTON COMPANIES, LLC3 | 2100 ROSS AVENUE, SUITE 1200 DALLAS, TX 75201 | HARTFORD LIFE AND ACCIDENT | $0 | $82K | $82K | 5.21% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | HARTFORD LIFE AND ACCIDENT | $44K | $0 | $44K | 2.81% |
| LOCKTON COMPANIES, LLC3 | THREE EMBARCADERO CENTER, SUITE 600 SAN FRANCISCO, CA 94111 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $8K | $0 | $8K | 2.03% |
| LOCKTON COMPANIES, LLC3 | 2100 ROSS AVENUE, SUITE 1200 DALLAS, TX 75201 | RELIASTAR LIFE INSURANCE COMPANY | $72K | $0 | $72K | 24.01% |
| PLAN SOURCE BENEFIT ADMINISTRATION3 Filed as: PLAN SOURCE BENEFITS ADMINISTRATION | 101 SOUTH GARLAND AVENUE, SUITE 203 ORLANDO, FL 32801 | RELIASTAR LIFE INSURANCE COMPANY | $0 | $5K | $5K | 1.53% |
| PLANSIGHT, INC.3 | 7659 SOUTH MAIN STREET MIDVALE, UT 84047 | RELIASTAR LIFE INSURANCE COMPANY | $0 | $5K | $5K | 1.50% |
| LOCKTON COMPANIES, LLC3 | 15939 COLLECTION CENTER DRIVE CHICAGO, IL 60693 | VISION SERVICE PLAN | $29K | $0 | $29K | 10.00% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE, SUITE 700 DENVER, CO 80237 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $6K | $0 | $6K | 2.68% |
| LOCKTON COMPANIES, LLC3 | 8110 EAST UNION AVENUE, SUITE 100 DENVER, CO 80237 | HARTFORD LIFE AND ACCIDENT | $3K | $2K | $5K | 3.62% |
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $3K | $0 | $3K | 1.98% |
| PLAN SOURCE BENEFIT ADMINISTRATION3 Filed as: PLAN SOURCE BENEFITS ADMINISTRATION | 101 SOUTH GARLAND AVENUE, SUITE 203 ORLANDO, FL 32801 | METROPOLITAN LIFE INSURANCE COMPANY | $515 | $0 | $515 | 0.63% |
| LOCKTON COMPANIES, LLC3 | 500 WEST MONROE STREET, SUITE 3400 CHICAGO, IL 60661 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $258 | $258 | 0.32% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | $1K | $0 | $1K | 19.99% |
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 | 2,527 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 57 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,584 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 305 | $4.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 218 | $81K |
| Vision | VISION SERVICE PLAN | 1,903 | $288K |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 2,693 | $1.7M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 2,693 | $1.6M |
| Prescription drug(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 305 | $4.4M |
| Other(4 contracts, 4 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 2,527 | $537K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,693 | — |
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.