| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 2655 CAMINO DEL RIO N STE 200 SAN DIEGO, CA 92108 | KAISER FOUNDATION HEALTH PLAN, INC. | $46K | — | $46K | 1.92% |
| CBIZ BENEFITS & INSURANCE SERVICES3 | 2255 GLADES RD STE 321A BOCA RATON, FL 33431 | KAISER FOUNDATION HEALTH PLAN, INC. | $11K | — | $11K | 0.46% |
| PARKWAY DRIVE INSURANCE SERVICES3 Filed as: PARKWAY DRIVE INS SERVICES LLC | 8100 NE PARKWAY DR STE 200 VANCOUVER, WA 98662 | METROPOLITAN LIFE INSURANCE COMPANY | $106K | — | $106K | 6.61% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $28K | $9K | $37K | 2.34% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & IN SERVICES INC | PO BOX 632886 CINCINNATI, OH 45263 | METROPOLITAN LIFE INSURANCE COMPANY | $23K | $39 | $23K | 1.43% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 Filed as: BOON CHAPMAN BENEFIT | ADMINISTRATORS PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $8K | $8K | 0.51% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC | 2655 CAMINO DEL RIO N STE 200 SAN DIEGO, CA 92108 | KAISER FOUNDATION HEALTH PLAN, INC. | $56K | — | $56K | 3.98% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES | 2255 GLADES RD STE 321A BOCA RATON, FL 33431 | KAISER FOUNDATION HEALTH PLAN, INC. | $14K | — | $14K | 1.01% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA LLC DBA | ALLEN LAWRENCE 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $21K | — | $21K | 3.30% |
| PARKWAY DRIVE INSURANCE SERVICES3 Filed as: PARKWAY DRIVE INSURANCE SERVCIES | 8100 NE PARKWAY DR STE 200 VANCOUVER, WA 98662 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 6.65% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $851 | $4K | 5.60% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES | PO BOX 632886 CINCINNATI, OH 45263 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $39 | $1K | 1.65% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $664 | $664 | 1.00% |
| PARKWAY DRIVE INSURANCE SERVICES3 | 8100 NE PARKWAY DR STE 200 VANCOUVER, WA 98662 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | — | $4K | 6.67% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $706 | $3K | 5.60% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES | PO BOX 632886 CINCINNATI, OH 45263 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $39 | $2K | 3.02% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | — | $541 | $541 | 0.98% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS & INS SERVICES | 721 EMERSON ROAD STE 400 SAINT LOUIS, MO 63141 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | -$165 | — | -$165 | — |
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 | 775 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 777 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 133 | $4.5M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,761 | $1.6M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,761 | $1.6M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,761 | $1.6M |
| Short-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,761 | $1.6M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,761 | $1.6M |
| Other(3 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 1,761 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,761 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.