| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | KAISER FOUNDATION HEALTH PLAN, INC. | $141K | $0 | $141K | 0.86% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN, INC. | $43K | $0 | $43K | 0.26% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | PRINCIPAL LIFE INSURANCE COMPANY | $189K | $0 | $189K | 11.30% |
| ALLIANT INSURANCE SERVICES, INC.3 | 100 PINE STREET, 11TH FLOOR SAN FRANCISCO, CA 94111 | WESTERN HEALTH ADVANTAGE | $22K | $0 | $22K | 3.87% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $24K | $0 | $24K | 9.95% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 8299 PASADENA, CA 91109 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $28K | $9K | $38K | 26.46% |
| ALLIANT INSURANCE SERVICES, INC.3 | 5444 WESTHEIMER ROAD, SUITE 900 HOUSTON, TX 77056 | PREMIER ACCESS INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
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 | 6,066 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 129 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,207 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,880 | $17.8M |
| Dental(4 contracts, 4 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 6,066 | $2.6M |
| Vision(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICE ASSOCIATION | 2,548 | $1.2M |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 5,852 | $1.7M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,880 | $16.9M |
| Other(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 6,066 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,066 | — |
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.