| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP-NATIONAL ACCOUNT SERVICES INC | 7272 E INDIAN SCHOOL ROAD SCOTTSDALE, AZ 85251 | SUN LIFE ASSURANCE COMPANY OF CANADA | $27K | $37K | $65K | 7.80% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 1100 REYNOLDS BOULEVARD WINSTON SALEM, NC 27105 | SUN LIFE ASSURANCE COMPANY OF CANADA | $41K | — | $41K | 4.96% |
| 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 | $24K | — | $24K | 3.60% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES NY LLC | 340 MADISON AVENUE 21ST FLOOR NEW YORK, NY 10173 | EXCELLUS BLUECROSS BLUESHIELD | $20K | — | $20K | 3.17% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (IL) INC | 5 REVERE DRIVE SUITE 130 NORTHBROOK, IL 60062 | EXCELLUS BLUECROSS BLUESHIELD | $8K | — | $8K | 1.20% |
| 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 | $6K | — | $6K | 3.52% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 39030 TREASURY CENTER LINCOLNSHIRE, IL 606949000 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $6K | — | $6K | 3.63% |
| 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 | $7K | — | $7K | 7.30% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | 39030 TREASURY CENTER CHICAGO, IL 606949000 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $4K | — | $4K | 18.18% |
| 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 | $2K | — | $2K | 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 | 5,023 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 27 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,050 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | HIGHMARK BLUECROSS BLUE SHIELD | 219 | $3.3M |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 2,718 | $180K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,855 | $827K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,855 | $827K |
| Prescription drug(2 contracts, 2 carriers) | EXCELLUS BLUECROSS BLUESHIELD | 219 | $1.2M |
| Other(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 5,023 | $936K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,023 | — |
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.