| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | UNITEDHEATHCARE INSURANCE COMPANY | $54K | $0 | $54K | 1.60% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, CA 94596 | UNITEDHEATHCARE INSURANCE COMPANY | $42K | $0 | $42K | 1.25% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | KAISER FOUNDATION HEALTH PLAN, INC. | $34K | $0 | $34K | 1.95% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN, INC. | $23K | $0 | $23K | 1.30% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN, INC. | $72 | $0 | $72 | 0.00% |
| AON CONSULTING INC3 | 29840 NETWORK PLACE CHICAGO, IL 60673 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $2K | $8K | 6.51% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $0 | $6K | 4.86% |
| AON CONSULTING INC3 Filed as: AON HEWITT | 29840 NETWORK PLACE CHICAGO, IL 60673 | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | $2K | $0 | $2K | 5.50% |
| ALLIANT INSURANCE SERVICES, INC.3 | 9E RIVER PARK PLACE EAST FRESNO, CA 93720 | AETNA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 8.87% |
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 | 650 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 20 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 673 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNITEDHEATHCARE INSURANCE COMPANY | 374 | $5.2M |
| Dental | AETNA LIFE INSURANCE COMPANY | 4 | $32K |
| Vision(2 contracts, 2 carriers) | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | 635 | $68K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 658 | $120K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 658 | $120K |
| Prescription drug(3 contracts, 3 carriers) | UNITEDHEATHCARE INSURANCE COMPANY | 374 | $5.2M |
| Other | CONCERN | 1,205 | $90K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,205 | — |
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.