| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | PO BOX 741738 ATLANTA, GA 30374 | AETNA LIFE INSURANCE COMPANY | $237K | $0 | $237K | 3.02% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES LLC | 340 MADISON AVENUE, 21ST FLOOR NEW YORK, NY 10173 | AETNA LIFE INSURANCE COMPANY | $31K | $0 | $31K | 0.39% |
| MERCER HEALTH AND BENEFITS, LLC3 | UNKNOWN BOCA RATON, FL 33431 | AETNA LIFE INSURANCE COMPANY | $0 | $72 | $72 | 0.00% |
| CONDUENT HR CONSULTING LLC3 | PO BOX 202617 DALLAS, TX 75320 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $113K | $0 | $113K | 7.91% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | PO BOX 202617 DALLAS, TX 75320 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $11K | $0 | $11K | 0.81% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES LLC | 340 MADISON AVENUE, 21ST FLOOR NEW YORK, NY 10173 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $472 | $2K | $2K | 0.20% |
| CONDUENT HR CONSULTING LLC3 | PO BOX 202617 DALLAS, TX 75320 | HYATT LEGAL PLANS | $23K | $3K | $27K | 9.73% |
| BUCK GLOBAL LLC3 Filed as: BUCK GLOBAL, LLC | PO BOX 207640 DALLAS, TX 75320 | HYATT LEGAL PLANS | $7K | $0 | $7K | 2.49% |
| ACS HUMAN RESOURCE SOLUTIONS, INC.3 Filed as: ACS HUMAN RESOURCE SOLUTIONS INC. | DEPARTMENT CH 14061 PALATINE, IL 60055 | HYATT LEGAL PLANS | $0 | $712 | $712 | 0.26% |
| BUCK CONSULTANTS LLC3 Filed as: MELLON FORMERLY BUCK CONSULTANTS | PO BOX 207640 DALLAS, TX 75320 | HYATT LEGAL PLANS | $0 | $13 | $13 | 0.00% |
| IKON BENEFITS GROUP, INC.3 Filed as: IKON BENEFITS GROUP INC. | 270 PH-1 SAN JUAN, PR 00918 | TRIPLE S SALUD, INC. | $13K | $0 | $13K | 5.00% |
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 | 15,520 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 174 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 15,694 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 9 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,212 | $8.2M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 15,519 | $8.1M |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 20,845 | $1.4M |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 15,519 | $7.8M |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 15,519 | $7.8M |
| Prescription drug(9 contracts, 9 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,212 | $8.2M |
| Other(4 contracts, 4 carriers) | AETNA LIFE INSURANCE COMPANY | 15,519 | $8.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,845 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.