| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $73K | $73K | 5.00% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $57K | $57K | 5.00% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $33K | $33K | 5.00% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $18K | $18K | 5.00% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | HARTFORD LIFE AND ACCIDENT | $0 | $81K | $81K | 25.54% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | PO BOX 905494 CHARLOTTE, NC 28290 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $21K | $0 | $21K | 7.50% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $8K | $8K | 5.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METLIFE LEGAL PLANS | $16K | $0 | $16K | 9.95% |
| MERCER HEALTH AND BENEFITS, LLC3 | PO BOX 100260 PASADENA, CA 91189 | METLIFE LEGAL PLANS | — | $3K | $3K | 2.20% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $12K | $2K | $14K | 17.50% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $4K | $4K | 5.00% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $11K | $6K | $17K | 22.50% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | HARTFORD LIFE AND ACCIDENT INSURANCE CO | $0 | $3K | $3K | 25.84% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | PO BOX 905494 CHARLOTTE, NC 28290 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $33 | $0 | $33 | 7.55% |
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 | 4,893 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 78 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,971 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,152 | $7.8M |
| Dental(3 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 7,468 | $3.3M |
| Vision(4 contracts, 3 carriers) | VISION SERVICE PLAN | 2,696 | $856K |
| Life insurance(4 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 5,513 | $1.8M |
| Short-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 5,513 | $1.8M |
| Long-term disability(2 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 5,513 | $970K |
| Other(13 contracts, 7 carriers) | DELTA DENTAL OF CALIFORNIA | 9,432 | $4.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,432 | — |
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.