| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 2333 WAUKEGAN ROAD SUITE 100 BANNOCKBURN, IL 60015 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $28K | — | $28K | 4.23% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 425 NORTHEAST HANCOCK STREET PORTLAND, OR 97212 | PRINCIPAL LIFE INSURANCE COMPANY | $2K | $428 | $3K | 6.57% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 425 NORTHEAST HANCOCK STREET PORTLAND, OR 97212 | PRINCIPAL LIFE INSURANCE COMPANY | $968 | $114 | $1K | 8.82% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 425 NORTHEAST HANCOCK STREET PORTLAND, OR 97212 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | $125 | $3K | 24.61% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 425 NORTHEAST HANCOCK STREET PORTLAND, OR 97212 | PRINCIPAL LIFE INSURANCE COMPANY | $473 | $28 | $501 | 10.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 425 NORTHEAST HANCOCK STREET PORTLAND, OR 97212 | PRINCIPAL LIFE INSURANCE COMPANY | $405 | $31 | $436 | 20.08% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 425 NORTHEAST HANCOCK STREET PORTLAND, OR 97212 | PRINCIPAL LIFE INSURANCE COMPANY | $236 | $26 | $262 | 20.66% |
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 | 118 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 78 | $659K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 51 | $44K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 39 | $5K |
| Life insurance(2 contracts) | PRINCIPAL LIFE INSURANCE COMPANY | 113 | $23K |
| Other(3 contracts) | PRINCIPAL LIFE INSURANCE COMPANY | 18 | $14K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 113 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.