| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN, INC. | $58K | $0 | $58K | 2.57% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOCIATES | 2355 CRENSHAW BLVD STE 200 TORRANCE, CA 90501 | KAISER FOUNDATION HEALTH PLAN, INC. | $29K | $0 | $29K | 1.27% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $18K | $0 | $18K | 5.75% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN ASSOCIATES | PO BOX 4328 TORRANCE, CA 90501 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $8K | $0 | $8K | 2.52% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $5K | $0 | $5K | 1.59% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 18100 VON KARMAN AVE 10TH FLOOR IRVINE, CA 92612 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | $0 | $6K | 5.29% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOCIATES | 2355 CRENSHAW BLVD #200 TORRANCE, CA 90501 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 2.38% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF RD 5HT FLOOR ROLLING MEADOWS, IL 60008 | SUN LIFE ASSURANCE COMPANY OF CANADA | $749 | $0 | $749 | 0.71% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT EMPLOYEE BENEFITS | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS COMPANY | $3K | $0 | $3K | 3.77% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOCIATES | 2355 CRENSHAW BLVD SUITE 200 TORRANCE, CA 90501 | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS COMPANY | $1K | $0 | $1K | 1.53% |
| CHRISTA G AUFDEMBERG INC4 | 13102 BRITTANY WOODS DR TUSTIN, CA 92780 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $802 | $0 | $802 | 6.36% |
| ALLIANT INSURANCE SERVICES, INC.4 Filed as: ALLIANT INSURANCE SERVICE INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $560 | $0 | $560 | 4.44% |
| GALLAGHER BENEFIT SERVICES, INC.4 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 GOLF RD SUITE 1000 ROLLING MEADOWS, IL 60008 | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $106 | $0 | $106 | 0.84% |
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 | 619 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 625 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN, INC. | 331 | $2.3M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 413 | $312K |
| Vision | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS COMPANY | 813 | $69K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 619 | $105K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 331 | $2.3M |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 619 | $118K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 813 | — |
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.