| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE, INC. | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $206K | $0 | $206K | 3.05% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE, INC. | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $86K | $0 | $86K | 2.98% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 COMMISSION LOCKBOX 28852 NEW YORK, NY 10087 | SUN LIFE ASSURANCE COMPANY OF CANADA | $26K | $0 | $26K | 1.98% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELWARE, INC. | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $29K | $0 | $29K | 2.78% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | COMMISSION LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $30K | $0 | $30K | 2.81% |
| WILLIS TOWERS WATSON US LLC3 | COM LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | SECURIAN LIFE INSURANCE COMPANY | $15K | $22K | $37K | 3.83% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $26K | $0 | $26K | 2.71% |
| WILLIS TOWERS WATSON US LLC3 | COM LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | SECURIAN LIFE INSURANCE COMPANY | $7K | $10K | $16K | 3.83% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | COMMISSION LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | AETNA LIFE INSURANCE CO. | $28K | $101 | $28K | 10.07% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 1166 AVENUE OF AMERICAS FLOOR 30 NEW YORK, NY 10036 | AETNA LIFE INSURANCE CO. | $0 | $72 | $72 | 0.03% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 100878852 | VISION SERVICE PLAN | $25K | $0 | $25K | 10.00% |
| NICK MCCALMONT3 | 532 WEST HIGHLAND DRIVE GRAFTON, WI 53024 | HEALTH MANAGEMENT SYSTEMS, INC. | $2K | $0 | $2K | 1.10% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | EYEMED VISION CARE | $11K | $0 | $11K | 9.70% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | EYEMED VISION CARE | $4K | $0 | $4K | 10.55% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC-GEORGIA | PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HELTH PLAN OF THE NORTHWEST | $380 | $0 | $380 | 2.82% |
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 | 6,544 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 105 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2,671 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,320 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,696 | $12.8M |
| Vision(4 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 4,486 | $683K |
| Life insurance(2 contracts) | SECURIAN LIFE INSURANCE COMPANY | 16,303 | $1.4M |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 3,518 | $218K |
| Prescription drug(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,696 | $12.8M |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 4,421 | $1.3M |
| Other | HEALTH MANAGEMENT SYSTEMS, INC. | 16,223 | $177K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 16,303 | — |
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.