| 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 | $69K | $69K | 4.73% |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC3 | 1 BEACON STREET, SUITE 17100 BOSTON, MA 02108 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $41K | $41K | 2.84% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $62K | $62K | 5.43% |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC3 | 1 BEACON STREET, SUITE 17100 BOSTON, MA 02108 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $33K | $33K | 2.85% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $47K | $47K | 7.22% |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC3 | 1 BEACON STREET, SUITE 17100 BOSTON, MA 02108 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $18K | $18K | 2.84% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $25K | $25K | 7.27% |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC3 | 1 BEACON STREET, SUITE 17100 BOSTON, MA 02108 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $10K | $10K | 2.85% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METLIFE LEGAL PLANS | $15K | $0 | $15K | 10.08% |
| MERCER HEALTH AND BENEFITS, LLC3 | PO BOX 100260 PASADENA, CA 91189 | METLIFE LEGAL PLANS | $0 | $2K | $2K | 1.46% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER (US) INC. | PO BOX 13793 NEWARK, NJ 07188 | METLIFE LEGAL PLANS | $0 | $472 | $472 | 0.31% |
| MERCER HEALTH AND BENEFITS, LLC3 | 1166 AVENUE OF THE AMERICAS FLOOR 9 NEW YORK, NY 10036 | METLIFE LEGAL PLANS | $0 | $3 | $3 | 0.00% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $11K | $11K | 7.46% |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC3 | 1 BEACON STREET, SUITE 17100 BOSTON, MA 02108 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $4K | $4K | 2.83% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | PO BOX 905494 CHARLOTTE, NC 28290 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $10K | $0 | $10K | 6.97% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $6K | $13K | 12.36% |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC3 | 1 BEACON STREET, SUITE 17100 BOSTON, MA 02108 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | $1K | $10K | 9.79% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $8K | $15K | 14.10% |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC3 | 1 BEACON STREET, SUITE 17100 BOSTON, MA 02108 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9K | $4K | $13K | 12.66% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 EAST CARRUTH LANE DOUBLE OAK, TX 75077 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $6K | $6K | 7.27% |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC3 | 1 BEACON STREET, SUITE 17100 BOSTON, MA 02108 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.85% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | PO BOX 905494 CHARLOTTE, NC 28290 | DELAWARE AMERICAN LIFE INSURANCE OF AMERICA | $42 | $0 | $42 | 6.84% |
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 | 4,305 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 271 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,576 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,032 | $6.8M |
| Dental(3 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 6,600 | $2.9M |
| Vision(4 contracts, 3 carriers) | VISION SERVICE PLAN | 2,311 | $682K |
| Life insurance(3 contracts, 2 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,893 | $1.5M |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,572 | $1.5M |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 5,151 | $646K |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,032 | $6.8M |
| Other(9 contracts, 5 carriers) | SPRING HEALTH | 8,480 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,480 | — |
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.