| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2121 N CALIFORNIA BLVD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $41K | $0 | $41K | 3.67% |
| AMWINS3 Filed as: LISI INC | 1600 WEST HILLSDALE BOULEVARD SUITE 201 SAN MATEO, CA 94402 | KAISER FOUNDATION HEALTH PLAN INC | $22K | $0 | $22K | 1.95% |
| DE LA TORRE AND ASSOCIATES3 | 2929 CAMPUS DRIVE SUITE 410 SAN MATEO, CA 94403 | KAISER FOUNDATION HEALTH PLAN INC | $9K | $0 | $9K | 0.77% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 120670 SAN DIEGO, CA 92112 | PRINCIPAL LIFE INSURANCE COMPANY | $12K | $0 | $12K | 10.30% |
| DE LA TORRE AND ASSOCIATES3 | 2929 CAMPUS DRIVE SUITE 410 SAN MATEO, CA 94403 | PRINCIPAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.42% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | THE HARTFORD | $0 | $17K | $17K | 80.22% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2185 NORTH CALIFORNIA BLVD SUITE 400 WALNUT CREEK, CA 94596 | THE HARTFORD | $3K | $0 | $3K | 16.04% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INSURANCE & FINANCIAL | 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251 | THE HARTFORD | $1K | $0 | $1K | 5.00% |
| DE LA TORRE AND ASSOCIATES3 Filed as: DE LA TORRE & ASSOCIATES | 2929 CAMPUS DRIVE SUITE 410 SAN MATEO, CA 94403 | THE HARTFORD | $823 | $0 | $823 | 3.96% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 100 PINE STREET SAN FRANCISCO, CA 94111 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $2K | $0 | $2K | 8.89% |
| DE LA TORRE AND ASSOCIATES3 | 2929 CAMPUS DRIVE SAN MATEO, CA 94403 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $374 | $0 | $374 | 2.16% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $105 | $0 | $105 | 1.40% |
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 | 189 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 195 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 210 | $1.2M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 230 | $116K |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 178 | $17K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 230 | $116K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 230 | $116K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 210 | $1.2M |
| Other(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 230 | $137K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 230 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.