| 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 | 3.88% |
| AMWINS3 Filed as: AMWINS CONNECT INSURANCE SVCS. | 2677 NORTH MAIN STREET, SUITE 800 SANTA ANA, CA 92705 | KAISER FOUNDATION HEALTH PLAN, INC. | $53K | $0 | $53K | 1.76% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN, INC. | $3K | $0 | $3K | 0.09% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | PRINCIPAL LIFE INSURANCE COMPANY | $48K | $0 | $48K | 10.72% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $8K | $500 | $9K | 3.23% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $7K | $0 | $7K | 2.88% |
| 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 | 4.58% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD WALNUT CREEK, CA 94596 | HARTFORD LIFE AND ACCIDENT | $13K | $0 | $13K | 21.78% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | $0 | $5K | $5K | 8.94% |
| CENTERSTONE INSURANCE AND FINANCIAL3 Filed as: CENTERSTONE INS AND FIN. SVCS | 12404 PARK CENTRAL DRIVE SUITE 400S DALLAS, TX 75251 | HARTFORD LIFE AND ACCIDENT | $0 | $3K | $3K | 5.44% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $2K | $0 | $2K | 3.21% |
| 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. | $3K | $0 | $3K | 5.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 100 PINE STREET, 11TH FLOOR SAN FRANCISCO, CA 94111 | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | $3K | $0 | $3K | 5.12% |
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 | 566 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 11 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 582 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 484 | $3.7M |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 767 | $444K |
| Vision | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | 465 | $58K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 767 | $444K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 767 | $444K |
| Prescription drug(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 484 | $3.7M |
| Other(3 contracts, 3 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 767 | $530K |
| 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.