| 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. | $42K | $0 | $42K | 2.51% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $5K | $0 | $5K | 2.84% |
| J MANNING AND ASSOCIATES3 | UNKNOWN SAN FRANCISCO, CA 94111 | COMBINED INSURANCE COMPANY | $3K | — | $3K | 2.84% |
| AMERICAN BENEFIT & COMPENSATION3 | UNKNOWN SAN FRANCISCO, CA 94111 | COMBINED INSURANCE COMPANY | $2K | — | $2K | 1.70% |
| LTCI PARTNERS LLC3 | UNKNOWN SAN FRANCISCO, CA 94111 | COMBINED INSURANCE COMPANY | $1K | — | $1K | 1.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 3600 NORTH CAPITAL OF TEXAS HIGHWAY SUITE 200 AUSTIN, TX 78746 | PRINCIPAL LIFE INSURANCE COMPANY | $6K | — | $6K | 7.04% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, CA 94596 | PRINCIPAL LIFE INSURANCE COMPANY | $3K | — | $3K | 3.33% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | ARAG INSURANCE COMPANY | $3K | $0 | $3K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 560 MISSION STREET, 6TH FLOOR SAN FRANCISCO, CA 94105 | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | $784 | $0 | $784 | 15.00% |
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 | 590 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 594 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 200 | $1.9M |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 1,083 | $81K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 552 | $329K |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 552 | $329K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 552 | $329K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 200 | $1.9M |
| Other(6 contracts, 6 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 757 | $566K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,083 | — |
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.