| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | AETNA LIFE INSURANCE COMPANY | $111K | $0 | $111K | 0.51% |
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET 52ND FLOOR LOS ANGELES, CA 90017 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $667K | $0 | $667K | 3.76% |
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4.5M | $0 | $4.5M | 37.84% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 5482 WILSHIRE BOULEVARD, SUITE 1566 LOS ANGELES, CA 90036 | CONTINENTAL AMERICAN INSURANCE COMPANY | $83 | $0 | $83 | 0.00% |
| LOCKTON COMPANIES, LLC3 | 725 SOUTH FIGUEROA STREET 35TH FLOOR LOS ANGELES, CA 90017 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $93K | $30K | $123K | 1.92% |
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET SUITE 5200 LOS ANGELES, CA 90017 | MEDICA INSURANCE COMPANY | $0 | $3K | $3K | 0.07% |
| LOCKTON COMPANIES, LLC3 | DEPARTMENT LA 23940 PASADENA, CA 91185 | METLIFE LEGAL PLANS | $337K | $0 | $337K | 9.58% |
| LOCKTON COMPANIES, LLC3 | PO BOX 173850 DENVER, CO 80217 | METLIFE LEGAL PLANS | $0 | $33K | $33K | 0.93% |
| LOCKTON COMPANIES, LLC3 | PO BOX 843844 KANSAS CITY, MO 64184 | METLIFE LEGAL PLANS | $0 | $3K | $3K | 0.09% |
| THE BOON INSURANCE AGENCY3 | 6300 BRIDGEPOINT PARKWAY AUSTIN, TX 78730 | TRANSAMERICA LIFE INSURANCE COMPANY | $7K | $0 | $7K | 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 | 171,251 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 305 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 171,556 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 9 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 45,178 | $139.6M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 45,178 | $16.5M |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 55,999 | $3.1M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 170,000 | $17.7M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 170,000 | $17.7M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 170,000 | $17.7M |
| Prescription drug(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 10,617 | $100.1M |
| Other(3 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 170,000 | $33.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 170,000 | — |
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.