| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC3 | 18700 N HAYDEN RD SUITE 405 SCOTTSDALE, AZ 85255 | SUN LIFE ASSURANCE COMPANY OF CANADA | $383K | $45K | $428K | 13.09% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 85255 | METROPOLITAN LIFE INSURANCE COMPANY | $59K | — | $59K | 3.24% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 852556762 | METROPOLITAN LIFE INSURANCE COMPANY | $48K | $32K | $80K | 15.14% |
| VITA ENROLLMENT SOLUTIONS LLC3 Filed as: VITA ENROLLMENT SOLUTIONS INC | 7325 JANES AVE WOODRIDGE, IL 605172350 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $146K | — | $146K | 42.18% |
| N-GAGE LLC3 | 1999 PINECREST RD SUAMICO, WI 543137653 | METROPOLITAN LIFE INSURANCE COMPANY | $35K | $2K | $37K | 17.93% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 85255 | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $1K | $20K | 9.63% |
| N-GAGE LLC3 | 1999 PINECREST RD SUAMICO, WI 543137653 | METROPOLITAN LIFE INSURANCE COMPANY | $33K | $2K | $34K | 16.78% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18700 N HAYDEN RD STE 405 SCOTTSDALE, AZ 852556343 | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $1K | $19K | 9.42% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | METLIFE LEGAL PLANS | — | $166 | $166 | 1.66% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 3600 N CAPITAL OF TEXAS HWY SUITE B-200 AUSTIN, TX 78746 | METLIFE LEGAL PLANS | — | $39 | $39 | 0.39% |
| WELLNESS OF AMERICA LLC3 | BOX 122 WOODY CREEK, CO 81656 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $52 | — | $52 | 9.98% |
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 | 1,934 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,939 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | SUTTER HEALTH PLAN | 2,351 | $15.0M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 3,255 | $1.8M |
| Vision | VISION SERVICE PLAN | 2,067 | $313K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,967 | $529K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,967 | $529K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,967 | $529K |
| Prescription drug | SUTTER HEALTH PLAN | 2,351 | $14.6M |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 677 | $3.3M |
| Other(6 contracts, 6 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,438 | $948K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,255 | — |
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.