| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET 52ND FLOOR LOS ANGELES, CA 90017 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.1M | $130K | $1.2M | 4.29% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | AETNA LIFE INSURANCE COMPANY | $70K | $0 | $70K | 0.34% |
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4.6M | $0 | $4.6M | 36.59% |
| MERCER HEALTH AND BENEFITS, LLC3 | PO BOX 310502 DES MOINES, IA 50331 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | $0 | $3K | 0.02% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 5482 WILSHIRE BOULEVARD SUITE 1566 LOS ANGELES, CA 90036 | CONTINENTAL AMERICAN INSURANCE COMPANY | $23 | $0 | $23 | 0.00% |
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET SUITE 5200 LOS ANGELES, CA 90017 | MEDICA INSURANCE COMPANY | $0 | $1K | $1K | 0.03% |
| LOCKTON COMPANIES, LLC3 | DEPARTMENT LA 23940 PASADENA, CA 91185 | METLIFE LEGAL PLANS | $226K | $7K | $233K | 10.93% |
| LOCKTON COMPANIES, LLC3 | 76 BATTERSON PARK ROAD, SUITE 3 FARMINGTON, CT 06032 | METLIFE LEGAL PLANS | $0 | $11K | $11K | 0.50% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | METLIFE LEGAL PLANS | $0 | $9K | $9K | 0.43% |
| LOCKTON COMPANIES, LLC3 | 3800 COLONNADE PARKWAY, SUITE 150 BIRMINGHAM, AL 35243 | METLIFE LEGAL PLANS | $0 | $3K | $3K | 0.14% |
| LOCKTON COMPANIES, LLC3 | 2100 ROSS AVENUE, SUITE 1200 DALLAS, TX 75201 | METLIFE LEGAL PLANS | $0 | $305 | $305 | 0.01% |
| LOCKTON COMPANIES, LLC3 | DEPARTMENT LA 23940 PASADENA, CA 91185 | METROPOLITAN GENERAL INSURANCE COMPANY | $102K | $127 | $102K | 9.85% |
| LOCKTON COMPANIES, LLC3 | 76 BATTERSON PARK ROAD, SUITE 3 FARMINGTON, CT 06032 | METROPOLITAN GENERAL INSURANCE COMPANY | $0 | $8K | $8K | 0.76% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
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 | 171,179 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 530 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3,986 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 175,695 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 7 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 46,322 | $157.8M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 46,322 | $16.8M |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 56,931 | $4.2M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 171,179 | $27.5M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 171,179 | $27.5M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 171,179 | $27.5M |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 9,543 | $120.3M |
| Other(4 contracts, 4 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 171,179 | $43.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 171,179 | — |
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.