| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET LOS ANGELES, CA 90071 | AETNA LIFE INSURANCE COMPANY | $99K | $3K | $102K | 1.93% |
| ALLIANT INSURANCE SERVICES, INC.3 | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA LIFE INSURANCE COMPANY | $72K | — | $72K | 1.36% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN, INC. | $41K | $0 | $41K | 4.94% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN AVENUE FLOOR 10 IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN, INC. | $0 | $43 | $43 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET SAN DIEGO, CA 92101 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $36K | — | $36K | 10.25% |
| IMG3 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $65 | $65 | 0.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 745977 LOS ANGELES, CA 90074 | VISION SERVICE PLAN | $3K | — | $3K | 5.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 NORTH CALIFORNIA, SUITE1100 WALNUT CREEK, CA 94596 | HEALTH AND HUMAN RESOURCE CENTER | $186 | — | $186 | 4.91% |
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 | 312 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 2 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 315 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 584 | $6.1M |
| Dental | AETNA LIFE INSURANCE COMPANY | 584 | $5.3M |
| Vision | VISION SERVICE PLAN | 254 | $68K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 312 | $353K |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 312 | $353K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 312 | $353K |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 584 | $6.1M |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 312 | $357K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 584 | — |
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.