| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE, LLC | 39030 TREASURY CENTER CHICAGO, IL 60694 | CIGNA HEALTH AND LIFE INSURANCE | — | $685K | $685K | 2.04% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CTR CHICAGO, IL 60694 | UNITEDHEALTHCARE INSURANCE COMPANY | $111 | $500K | $500K | 1.98% |
| JAMES PEARL3 | 5503 NW CLUB HOUSE COVE PARKVILLE, MO 64152 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 0.11% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN LLC | PO BOX 310502 DES MOINES, IA 503310502 | METROPOLITAN LIFE INSURANCE COMPANY | — | $42 | $42 | 0.00% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE | 39030 TREASURY CENTER CHICAGO, IL 60694 | AETNA LIFE INSURANCE CO. | $35K | — | $35K | 1.72% |
| POMS & ASSOCIATES INSURANCE BROKERS3 | 24025 PARK SORRENTO #110 CALABASAS, CA 91302 | BLUE CROSS OF CALIFORNIA | $52K | — | $52K | 5.19% |
| FARMERS INSURANCE GROUP3 | 4680 WILSHIRE BLVD LOS ANGELES, CA 90010 | BLUE CROSS OF CALIFORNIA | — | $142 | $142 | 0.01% |
| JAMES PEARL3 Filed as: JAMES PERAL | 5503 NW CLUB HOUSE CV PARKVILLE, MO 64152 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | — | $2K | 0.25% |
| LOCKTON COMPANIES, LLC3 | C/O COMMERCE BANK P.O. BOX 843844 KANSAS CITY, MO 641843844 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $34K | — | $34K | 12.81% |
| AXA ASSISTANCE, USA5 | 122 SOUTH MICHIGAN AVENUE, STE 1100 CHICAGO, IL 60603 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $5K | $5K | 1.86% |
| LOCKTON COMPANIES, LLC3 | 2100 ROSS AVENUE SUITE 1200 DALLAS, TX 75201 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 1.56% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN INC | $2K | — | $2K | 1.89% |
| LOCKTON COMPANIES, LLC3 | P.O. BOX 843844 KANSAS CITY, MO 64184 | TRIPLE S SALUD, INC. | $3K | — | $3K | 5.00% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN INC | $1K | — | $1K | 2.00% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE | 39030 TREASURY CENTER CHICAGO, IL 60694 | UPMC HEALTH OPTIONS | $1K | — | $1K | 1.94% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $702 | — | $702 | 1.32% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $825 | — | $825 | 2.06% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 60694 | DEAN HEALTH PLAN INC | $572 | — | $572 | 1.95% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 606949000 | HEALTH NET | $986 | — | $986 | 3.94% |
| HEWITT INSURANCE BROKERAGE LLC3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $365 | — | $365 | 1.83% |
| HEWITT INSURANCE BROKERAGE LLC3 Filed as: HEWITT INSURANCE BROKERAGE, LLC | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $151 | — | $151 | 1.83% |
| HEWITT INSURANCE BROKERAGE LLC3 | 39030 TREASURY CENTER CHICAGO, IL 60694 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $145 | — | $145 | 1.84% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MAYER HOFFMAN MCCANN PC EIN 43-1947695 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $28K |
| STATE STREET BANK & TRUST EIN 04-1867445 TRUSTEE | Investment management; Direct payment from the plan; Other fees; Trustee (directed) Service code 25 | — | $7K |
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 | 6,835 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,504 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,339 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(17 contracts, 16 carriers) | CIGNA HEALTH AND LIFE INSURANCE | 3,914 | $62.3M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1 | $67K |
| Vision(3 contracts, 2 carriers) | SURENCY LIFE AND HEALTH | 3,101 | $1.4M |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 6,827 | $3.4M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 6,835 | $158K |
| Prescription drug | TRIPLE S SALUD, INC. | 9 | $68K |
| Other(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 6,835 | $416K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,835 | — |
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.