| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ILLINOIS INC | 233 SOUTH WACKER DRIVE #1800 CHICAGO, IL 60606 | HARTFORD LIFE AND ACCIDENT | $423K | — | $423K | 4.25% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA | PO BOX 101162 PASADENA, CA 911891162 | HARTFORD LIFE AND ACCIDENT | $0 | $236K | $236K | 2.37% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ILLINOIS INC | 233 SOUTH WACKER DRIVE #1800 CHICAGO, IL 60606 | HARTFORD LIFE AND ACCIDENT | $47K | $24K | $71K | 6.02% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ILLINOIS, INC. | SCOTT MEYER 233 S. WACKER DRIVE, STE 2000 CHICAGO, IL 60606 | METLIFE LEGAL PLANS | $43K | — | $43K | 9.27% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ILLINOIS, INC. | SCOTT MEYER 233 S. WACKER DRIVE, STE 2000 CHICAGO, IL 60606 | METLIFE LEGAL PLANS | — | $6K | $6K | 1.18% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ILLINOIS INC D/B/A ENROLL | 233 S. WACKER DRIVE, STE 2000 CHICAGO, IL 60606 | METLIFE LEGAL PLANS | — | $61 | $61 | 0.01% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES, LLC | PO BOX 62689 VIRGINIA BEACH, VA 234662689 | BLUE CROSS BLUE SHIELD OF FLORIDA | $16K | — | $16K | 6.00% |
| THE PLEXUS GROUPE LLC3 Filed as: PLEXUS GROUPE LLC THE | 21805 W FIELD PKWY STE 300 DEER PARK, IL 600103231 | UNITEDHEALTHCARE INSURANCE COMPANY | $4K | $0 | $4K | 3.95% |
| EUCLID MANAGERS3 | 234 SPRING LAKE DR ITASCA, IL 601433202 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $0 | $2K | 2.06% |
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 | 26,619 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 182 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 777 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 27,578 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 28,172 | $4.8M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 23,318 | $9.9M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 23,318 | $9.9M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 876 | $4.2M |
| Other(3 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 32,369 | $11.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 32,369 | — |
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.