| 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 | $779K | $0 | $779K | 3.05% |
| BOON ADMINISTRATIVE SERVICES5 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | AETNA LIFE INSURANCE COMPANY | $0 | $433K | $433K | 1.82% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | AETNA LIFE INSURANCE COMPANY | $129K | $0 | $129K | 0.54% |
| BENEFIT SOURCE INC3 Filed as: BENEFIT SOURCE, INC. | 304 RIDGELAND DRIVE GREENVILLE, SC 29601 | AETNA LIFE INSURANCE COMPANY | $39K | $0 | $39K | 0.16% |
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | AETNA LIFE INSURANCE COMPANY | $0 | $166 | $166 | 0.00% |
| ROBERT L GOBLE3 Filed as: ROBERT HARLING | PO BOX 10295 GREENVILLE, SC 29603 | AETNA LIFE INSURANCE COMPANY | $60 | $0 | $60 | 0.00% |
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4.3M | $0 | $4.3M | 40.50% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN LLC | PO BOX 310502 DES MOINES, IA 50331 | CONTINENTAL AMERICAN INSURANCE COMPANY | $204K | $0 | $204K | 1.95% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 5482 WILSHIRE BOULEVARD SUITE 1566 LOS ANGELES, CA 90036 | CONTINENTAL AMERICAN INSURANCE COMPANY | -$16 | $0 | -$16 | -0.00% |
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $90K | $34K | $124K | 1.72% |
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET SUITE 5200 LOS ANGELES, CA 90017 | MEDICA INSURANCE COMPANY | $0 | $1K | $1K | 0.02% |
| LOCKTON COMPANIES, LLC3 | DEPARTMENT LA 23940 PASADENA, CA 91185 | METLIFE LEGAL PLANS | $327K | $3K | $331K | 11.56% |
| LOCKTON COMPANIES, LLC3 | PO BOX 173850 DENVER, CO 80217 | METLIFE LEGAL PLANS | $0 | $39K | $39K | 1.36% |
| LOCKTON COMPANIES, LLC3 | PO BOX 843844 KANSAS CITY, MO 64184 | METLIFE LEGAL PLANS | $0 | $7K | $7K | 0.24% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | METLIFE LEGAL PLANS | $0 | $106 | $106 | 0.00% |
| BOON ADMINISTRATIVE SERVICES5 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $0 | $18K | $18K | 9.87% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $18K | $0 | $18K | 9.84% |
| BENEFIT SOURCE INC3 Filed as: BENEFIT SOURCE, INC. | 304 RIDGELAND DRIVE GREENVILLE, SC 29601 | TRANSAMERICA LIFE INSURANCE COMPANY | $303 | $0 | $303 | 0.16% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | CHURCH STREET PO BOX 4557 NEW YORK, NY 10249 | DELAWARE AMERICAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.00% |
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 | 180,660 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 680 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 181,340 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 10 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 48,365 | $156.2M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 48,365 | $17.5M |
| Vision(2 contracts, 2 carriers) | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 42,928 | $2.9M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 179,230 | $25.5M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 179,230 | $25.5M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 179,230 | $25.5M |
| Prescription drug(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 10,285 | $114.0M |
| Other(3 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 179,230 | $38.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 179,230 | — |
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.