| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC Filed as: TOWERS WATSON DELAWARE INC | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC | $202K | — | $202K | 2.97% |
| WILLIS TOWERS WATSON US LLC Filed as: TOWERS WATSON DELAWARE INC | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC | $98K | — | $98K | 3.00% |
| WILLIS TOWERS WATSON US LLC Filed as: TOWERS WATSON DELAWARE INC | COMMISSION LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $43K | — | $43K | 3.24% |
| WILLIS TOWERS WATSON US LLC Filed as: TOWERS WATSON DELAWARE INC | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $37K | — | $37K | 3.25% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC | PO BOX 28852 COMMISSION LOCKBOX 28852 NEW YORK, NY 10087 | SUN LIFE ASSURANCE COMPANY OF CANADA | $53K | — | $53K | 5.00% |
| WILLIS TOWERS WATSON US LLC Filed as: TOWERS WATSON DELAWARE INC | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $24K | — | $24K | 3.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | COM LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | SECURIAN LIFE INSURANCE COMPANY | $8K | $21K | $30K | 5.31% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC | COM LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | SECURIAN LIFE INSURANCE COMPANY | $6K | — | $6K | 1.72% |
| WILLIS TOWERS WATSON US LLC Filed as: TOWERS WATSON DELAWARE INC | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | AETNA LIFE INSURANCE COMPANY | $76K | — | $76K | 25.08% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC | COM LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | SECURIAN LIFE INSURANCE COMPANY | $4K | $9K | $13K | 5.32% |
| WILLIS TOWERS WATSON US LLC Filed as: TOWERS WATSON DELAWARE INC | PO BOX 28852 NEW YORK, NY 100878852 | VISION SERVICE PLAN | $19K | — | $19K | 10.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC | COM LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | SECURIAN LIFE INSURANCE COMPANY | $3K | — | $3K | 1.73% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE, INC. | PO BOX 28852 LOCK BOX 28852 NEW YORK, NY 100878852 | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 10.00% |
| WILLIS TOWERS WATSON US LLC Filed as: TOWERS WATSON DELAWARE INC | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | EYEMED VISION CARE LLC | $8K | — | $8K | 9.82% |
| WILLIS TOWERS WATSON US LLC Filed as: TOWERS WATSON DELAWARE INC | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | EYEMED VISION CARE LLC | $6K | — | $6K | 10.07% |
| WILLIS TOWERS WATSON US LLC Filed as: TOWERS WATSON DELAWARE INC | PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $784 | — | $784 | 3.49% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | COM LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | MINNESOTA LIFE INSURANCE COMPANY | $133 | — | $133 | 15.05% |
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 | 6,700 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 83 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,388 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,171 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,614 | $13.3M |
| Vision(5 contracts, 4 carriers) | AETNA LIFE INSURANCE COMPANY | 2,672 | $764K |
| Life insurance(5 contracts, 2 carriers) | SECURIAN LIFE INSURANCE COMPANY | 18,478 | $1.4M |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 3,641 | $209K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 4,777 | $1.1M |
| Other | HEALTH MANAGEMENT SYSTEMS OF AMERICA | 15,207 | $182K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 18,478 | — |
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.