| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALEC ABBOTT3 | 4100 NEWPORT PLACE DRIVE SUITE 300 NEWPORT BEACH, CA 926601400 | KAISER FOUNDATION HEALTH PLAN INC | $37K | — | $37K | 1.57% |
| JAMES PERKINS3 | 16 MERYTON IRVINE, CA 926033463 | KAISER FOUNDATION HEALTH PLAN INC | $37K | — | $37K | 1.57% |
| AMWINS3 Filed as: AMWINS CONNECT INSURANCE SRVS, LLC | 1600 W HILLSDALE BOULEVARD SUITE 201 SAN MATEO, CA 944023766 | KAISER FOUNDATION HEALTH PLAN INC | $18K | — | $18K | 0.79% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | PO BOX 905494 CHARLOTTE, NC 282905494 | DEAN HEALTH PLAN | $10K | — | $10K | 0.75% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $8K | $8K | 0.73% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | RELIANCE STANDARD LIFE INSURANCE COMPANY | — | $7K | $7K | 0.70% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES SOUTH INC | PO BOX 9559-9 ST. LOUIS, MO 631955909 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $19K | — | $19K | 2.40% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES SOUTH INC | PO BOX 9559-9 ST. LOUIS, MO 631955909 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $19K | — | $19K | 2.39% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $81K | $4K | $85K | 15.67% |
| ALEC ABBOTT3 | 4100 NEWPORT PLACE DRIVE SUITE 300 NEWPORT BEACH, CA 926601400 | KAISER FOUNDATION HEALTH PLAN INC | $8K | — | $8K | 1.67% |
| JASON PERKINS3 | 16 MERYTON IRVINE, CA 926033463 | KAISER FOUNDATION HEALTH PLAN INC | $8K | — | $8K | 1.67% |
| AMWINS3 Filed as: AMWINS CONNECT INSURANCE SRVS, LLC | 1600 W HILLSDALE BOULEVARD SUITE 201 SAN MATEO, CA 944023766 | KAISER FOUNDATION HEALTH PLAN INC | $4K | — | $4K | 0.84% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $42K | $1K | $43K | 20.57% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 606731298 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $11K | $398 | $11K | 15.54% |
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 | 6,455 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 164 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,619 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 329 | $6.2M |
| Dental | DELTA DENTAL OF WISCONSIN | 5,186 | $3.3M |
| Vision | WYSSTA INSURANCE COMPANY INC | 4,728 | $535K |
| Life insurance(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 5,041 | $1.6M |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 5,051 | $1.2M |
| Prescription drug(4 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 329 | $4.1M |
| Other(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 5,041 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,186 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.