| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS SVCS LLC | 1920 MAIIN STREET SUITE 600 IRVINE, CA 92614 | AETNA HEALTH INC. | $297K | — | $297K | 2.58% |
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SVCS USA INC | 600 HIGHWAY 169 SOUTH SUITE 1200 ST. LOUIS PARK, MN 55426 | AETNA HEALTH INC. | $77K | — | $77K | 0.67% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS SVCS LLC | 1920 MAIN STREET SUITE 600 IRVINE, CA 92614 | AETNA LIFE INSURANCE CO. | $66K | — | $66K | 2.58% |
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SVCS USA INC | 600 HIGHWAY 169 SOUTH SUITE 1200 ST. LOUIS PARK, MN 55426 | AETNA LIFE INSURANCE CO. | $10K | — | $10K | 0.40% |
| SULLIVANCURTISMONROE INS SVCS LLC3 | 1930 MAIN STREET SUITE 600 IRVINE, CA 92614 | BLUECROSS BLUESHIELD OF ILLINOIS | $25K | — | $25K | 1.34% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SVCS USA INC | 600 HIGHWAY 169 SOUTH SUITE 1200 ST. LOUIS PARK, MN 55426 | BLUECROSS BLUESHIELD OF ILLINOIS | $5K | — | $5K | 0.30% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INS | PO BOX 19763 IRVINE, CA 92623 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $36K | $252 | $36K | 2.97% |
| WELLS FARGO INSURANCE SERVICES3 | 21250 HAWTHORNE BLVD STE 600 TORRANCE, CA 90503 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 0.17% |
| SULLIVANCURTISMONROE INS SVCS LLC3 Filed as: SULLIVANCURTISMONROE INS. SVCS LLC | 1920 MAIN STREET STE 600 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN INC. | $27K | — | $27K | 2.47% |
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SVCS USA, INC | 600 HIGHWAY 169 S 12TH FLOOR SAINT LOUIS PARK, MN 55426 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | — | $4K | 0.37% |
| ACRISURE LLC3 Filed as: SULLIVAN CURTIS MONROE INC BROKERS | PO BOX 19763 IRVINE, CA 92623 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $46K | — | $46K | 5.95% |
| WELLS FARGO INSURANCE SERVICES3 Filed as: WELLS FARGO INSURANCE SERVICES USA | 21250 HAWTHORNE BLVD STE 600 TORRANCE, CA 90503 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $15K | — | $15K | 1.99% |
| AON CONSULTING INC3 Filed as: CUSTOM BENEFIT PROGRAMS AND AON CO. | 897 12TH ST HAMMONTON, NJ 08037 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8K | $3K | $11K | 6.37% |
| SULLIVANCURTISMONROE INS SVCS LLC3 Filed as: SULLIVANCURTISMONROE INS. SVCS, LLC | 1920 MAIN ST STE 600 IRVINE, CA 92614 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 1.29% |
| SULLIVANCURTISMONROE INS SVCS LLC3 Filed as: SULLIVANCURTISMONROE INS. SVCS, LLC | 1920 MAIN ST STE 600 IRVINE, CA 92614 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | — | $1K | 0.65% |
| ACRISURE LLC3 Filed as: SULLIVAN, CURTIS, MONROE | PO BOX 19763 IRVINE, CA 92623 | EYEMED VISION CARE OF THE COMBINED INSURANCE CO OF AMERICA | $11K | — | $11K | 8.28% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INSURANCE | 21250 HAWTHORNE BLVD STE 600 TORRANCE, CA 90503 | EYEMED VISION CARE OF THE COMBINED INSURANCE CO OF AMERICA | $2K | — | $2K | 1.67% |
| SULLIVANCURTISMONROE INS SVCS LLC3 Filed as: SULLIVANCURTISMONROE INSURANCE | 1920 MAIN ST STE 600 IRVINE, CA 92614 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 11.65% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NATIONAL | 21250 HAWTHORNE BLVD 6TH FLOOR TORRANCE, CA 90503 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $58 | $1K | 2.23% |
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 | 2,247 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 7 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,264 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | AETNA HEALTH INC. | 1,761 | $17.0M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 1,581 | $778K |
| Vision | EYEMED VISION CARE OF THE COMBINED INSURANCE CO OF AMERICA | 2,235 | $138K |
| Life insurance(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 20 | $1.3M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 0 | $1.2M |
| Long-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 20 | $1.3M |
| Other(3 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 531 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,235 | — |
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."
No prospect flags tripped on this filing.