| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (IL) INC | 5 REVERE DRIVE SUITE 130 NORTHBROOK, IL 60062 | EXCELLUS BLUECROSS BLUESHIELD | $97K | — | $97K | 2.67% |
| JR KATZ INC3 Filed as: JR KATZ | 5 REVERE DRIVE NORTHBROOK, IL 60062 | EXCELLUS BLUECROSS BLUESHIELD | $69 | — | $69 | 0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CA INSURANCE SERVICES INC | 3470 MT DIABLO BOULEVARD SUITE A100 LAFAYETTE, CA 945493958 | KAISER FOUNDATION HEALTH PLANS INC | $29K | — | $29K | 3.63% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP-NATIONAL ACCOUNT SERVICES INC | 340 MADISON AVENUE 21ST FLOOR NEW YORK, NY 10173 | SUN LIFE ASSURANCE COMPANY OF CANADA | $50K | — | $50K | 8.69% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 39340 TREASURE CENTER CHICAGO, IL 60694 | SUN LIFE ASSURANCE COMPANY OF CANADA | $29K | — | $29K | 5.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP-NATIONAL ACCOUNT SERVICES INC | 240 MADISON AVENUE 21ST FLOOR NEW YORK, NY 10173 | SUN LIFE ASSURANCE COMPANY OF CANADA | $47K | — | $47K | 14.17% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 39340 TREASURE CENTER CHICAGO, IL 60694 | SUN LIFE ASSURANCE COMPANY OF CANADA | $17K | — | $17K | 5.00% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 39030 TREASURY CENTER LINCOLNSHIRE, IL 606949000 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $8K | — | $8K | 4.56% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CA INSURANCE SERVICES INC | 3470 MT DIABLO BOULEVARD SUITE A100 LAFAYETTE, CA 945493958 | KAISER FOUNDATION HEALTH PLANS INC | $5K | — | $5K | 3.65% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP-NATIONAL ACCOUNT SERVICS INC | 7272 E INDIAN SCHOOL ROAD SUITE 415 SCOTTSDALE, AZ 85251 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 12.87% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP-NATIONAL ACCOUNT SERVICES INC | 340 MADISON AVENUE 21ST FLOOR NEW YORK, NY 10017 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 11.93% |
| GREGORY ALAN MAYFIELD3 Filed as: GREGORY MAYFIELD | 7272 E INDIAN SCHOOL ROAD SUITE 220 SCOTTSDALE, AZ 85251 | SUN LIFE ASSURANCE COMPANY OF CANADA | -$2K | — | -$2K | -3.50% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | COMMISSION REVENUE 39340 TREASURY CENTER CHICAGO, ID 606949300 | HYATT LEGAL PLANS | $3K | — | $3K | 14.88% |
| AON CONSULTING INC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | HYATT LEGAL PLANS | — | $40 | $40 | 0.21% |
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SERVICES USA | 10 S WACKER DRIVE CHICAGO, IL 60606 | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH PA | $3K | — | $3K | 15.00% |
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 | 4,976 | 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) | 4,990 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | EXCELLUS BLUECROSS BLUESHIELD | 346 | $6.6M |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 2,755 | $198K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,598 | $575K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 1,445 | $333K |
| Prescription drug(2 contracts, 2 carriers) | EXCELLUS BLUECROSS BLUESHIELD | 346 | $4.1M |
| Other(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 4,976 | $84K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,976 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.