| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN, INC. | $118K | $0 | $118K | 4.91% |
| AMWINS3 Filed as: AMWINS CONNECT INSURANCE SERVICES | 2677 N MAIN STREET, SUITE 800 SANTA ANA, CA 92705 | KAISER FOUNDATION HEALTH PLAN, INC. | $47K | $0 | $47K | 1.96% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN, INC. | $4K | $0 | $4K | 0.15% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, NY 94596 | PRINCIPAL LIFE INSURANCE COMPANY | $226K | $0 | $226K | 48.73% |
| ALLIANT INSURANCE SERVICES, INC.3 | 101 PARK AVENUE, 12TH FLOOR NEW YORK, NY 10178 | PRINCIPAL LIFE INSURANCE COMPANY | $36K | — | $36K | 7.79% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $7K | $0 | $7K | 3.06% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $6K | $0 | $6K | 3.09% |
| ALLIANT INSURANCE SERVICES, INC.3 | 6400 SOUTH FIDDLERS GREEN CIRCLE SUITE 2000 GREENWOOD VILLAGE, CO 80111 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $3K | $0 | $3K | 2.97% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | $6K | — | $6K | 7.73% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD WALNUT CREEK, CA 94596 | HARTFORD LIFE AND ACCIDENT | $14K | $0 | $14K | 20.23% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMEN AVENUE, 10TH FLOOR IRVINE, CA 92612 | HARTFORD LIFE AND ACCIDENT | $0 | $6K | $6K | 8.79% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS & FIN SER | 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251 | HARTFORD LIFE AND ACCIDENT | $0 | $4K | $4K | 5.06% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $1K | $0 | $1K | 3.18% |
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 | 529 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 21 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 552 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 397 | $3.0M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 767 | $464K |
| Vision | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | 469 | $76K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 767 | $464K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 767 | $464K |
| Prescription drug(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 397 | $3.0M |
| Other(3 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 767 | $544K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 767 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.