| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PIPER JORDAN HEALTH & BENEFITS3 Filed as: PIPER JORDAN HEALTH & BEN. PARTNERS | 8337 W SUNSET RD STE 150 LAS VEGAS, NV 891132201 | METROPOLITAN LIFE INSURANCE COMPANY | — | $132K | $132K | 0.92% |
| ROBYN L PIPER3 Filed as: ROBYN L. PIPER | 12520 HIGH BLUFF DR STE 240 SAN DIEGO, CA 92130 | RELIASTAR LIFE INSURANCE COMPANY | $1.2M | $95K | $1.3M | 35.34% |
| PIPER JORDAN HEALTH & BENEFITS3 Filed as: PIPER JORDON HEALTH & BEN. PARTNERS | 8337 W SUNSET RD STE 150 LAS VEGAS, NV 89113 | RELIASTAR LIFE INSURANCE COMPANY | $188K | $18K | $206K | 5.49% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT HOLDING COMPANY LLC | DBA ALIGHT SOLUTIONS LLC 4 OVERLOOK PT LINCOLNSHIRE, IL 60069 | RELIASTAR LIFE INSURANCE COMPANY | — | $150K | $150K | 4.00% |
| PIPER JORDAN HEALTH & BENEFITS3 Filed as: PIPER JORDAN HEALTH & BEN. PARTNERS | 2300 W SAHARA AVE STE 800 LAS VEGAS, NV 89102 | SECURIAN LIFE INSURANCE COMPANY | $101K | $72K | $173K | 5.42% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PL CHICAGO, IL 60673 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $10K | $10K | 0.36% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS. AGENCY OF VA INC | 11220 ASSET LOOP SUITE 304 MANASSAS, VA 20109 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $5K | $5K | 0.18% |
| PIPER JORDAN HEALTH & BENEFITS3 Filed as: PIPER JORDAN HEALTH & BEN. PARTNERS | 2300 W SAHARA AVE STE 800 LAS VEGAS, NV 89102 | SECURIAN LIFE INSURANCE COMPANY | $55K | $39K | $95K | 5.42% |
| PIPER JORDAN HEALTH & BENEFITS3 Filed as: PIPER JORDAN HEALTH & BEN. PARTNERS | 2300 W SAHARA AVE STE 800 LAS VEGAS, NV 89102 | SECURIAN LIFE INSURANCE COMPANY | — | $13K | $13K | 2.26% |
| PIPER JORDAN HEALTH & BENEFITS3 Filed as: PIPER JORDAN HEALTH & BEN. PARTNERS | PO BOX 745025 LOS ANGELES, CA 99074 | METROPOLITAN GENERAL INSURANCE COMPANY | $16K | — | $16K | 5.86% |
| ALIGHT SOLUTIONS3 Filed as: ALIGHT HOLDING COMPANY | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $8K | $8K | 2.94% |
| PIPER JORDAN HEALTH & BENEFITS3 Filed as: PIPER JORDAN HEALTH & BEN. PARTNERS | 8337 WEST SUNSET RD SUITE 150 LAS VEGAS, NV 89113 | METROPOLITAN GENERAL INSURANCE COMPANY | $7K | — | $7K | 2.71% |
| AON CONSULTING INC3 Filed as: AON INSURANCE AGENCY LLC | 39030 TREASURY CENTER CHICAGO, IL 60694 | METROPOLITAN GENERAL INSURANCE COMPANY | — | $1K | $1K | 0.40% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PL CHICAGO, IL 60673 | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | — | $946 | $946 | 1.75% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PL CHICAGO, IL 60673 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $3 | $3 | 1.21% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INS. AGENCY OF VA INC | 11220 ASSET LOOP SUITE 304 MANASSAS, VA 20109 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1 | $1 | 0.40% |
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 | 29,236 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 155 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 29,391 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN, INC. | 560 | $3.0M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 34,258 | $14.4M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 34,258 | $14.4M |
| Life insurance(2 contracts) | SECURIAN LIFE INSURANCE COMPANY | 27,039 | $4.9M |
| Short-term disability(2 contracts, 2 carriers) | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | 345 | $54K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 23,150 | $2.9M |
| Other(4 contracts, 4 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 18,472 | $4.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 34,258 | — |
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.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.