| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CLEVIDENCE INSURANCE SERVICES INC3 Filed as: CLEVIDENCE INSURANCE SERVICES, INC. | 3000 W MACARTHUR BLVD STE 320 SANTA ANA, CA 92704 | KAISER FOUNDATION HEALTH PLAN INC | $60K | — | $60K | 3.88% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 2 PIERCE PL THE GALLAGHER CENTRE ITASCA, IL 60143 | KAISER FOUNDATION HEALTH PLAN INC | — | $3K | $3K | 0.19% |
| CLEVIDENCE INSURANCE SERVICES INC3 Filed as: CLEVIDENCE INSURANCE SERVICES, INC | 3000 W MACARTHUR BLVD STE 320 SANTA ANA, CA 92704 | KAISER FOUNDATION HEALTH PLAN INC | $17K | — | $17K | 3.53% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES, INC | 2 PIERCE PL THE GALLAGHER CENTRE ITASCA, IL 60143 | KAISER FOUNDATION HEALTH PLAN INC | — | $842 | $842 | 0.17% |
| CUNDY, INC.3 Filed as: CUNDY INSURANCE AGENCY | 450 E LAS OLAS BLVD STE 15TH FL FORT LAUDERDALE, FL 33301 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15K | — | $15K | 6.38% |
| BENEFIT ADVISORS SVCS GRP LLC3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30004 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 1.60% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SVCS USA INC | PO BOX 201629 DALLAS, TX 75320 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $942 | — | $942 | 0.40% |
| CUNDY, INC.3 Filed as: CUNDY INSURANCE AGENCY | 450 E LAS OLAS BLVD STE 15TH FL FORT LAUDERDALE, FL 33301 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 4.79% |
| BENEFIT ADVISORS SVCS GRP LLC3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30004 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 1.60% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SVCS USA INC | PO BOX 201629 DALLAS, TX 75320 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $874 | — | $874 | 0.40% |
| CUNDY, INC.3 Filed as: CUNDY INSURANCE AGENCY | 450 E LAS OLAS BLVD STE 15TH FL FORT LAUDERDALE, FL 33301 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10K | — | $10K | 4.78% |
| BENEFIT ADVISORS SVCS GRP LLC3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30004 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 1.59% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SVCS USA INC | PO BOX 201629 DALLAS, TX 75320 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $822 | — | $822 | 0.41% |
| CUNDY, INC.3 Filed as: CUNDY INSURANCE AGENCY | 450 E LAS OLAS BLVD STE 15TH FL FORT LAUDERDALE, FL 33301 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 1.60% |
| BENEFIT ADVISORS SVCS GRP LLC3 | 1120 SANCTUARY PKWY STE 375 ALPHARETTA, GA 30004 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 1.60% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SVC USA INC | PO BOX 201629 DALLAS, TX 75320 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $680 | — | $680 | 0.40% |
| CUNDY, INC.3 Filed as: CUNDY, INC | PO BOX 24080 FORT LAUDERDALE, FL 33307 | COMBINED INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 2.04% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: WELLS FARGO INS SERVICES USA, INC. | 150 N MICHIGAN AVE STE 3900 CHICAGO, IL 60601 | COMBINED INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 1.32% |
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 | 2,443 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 42 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,501 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 384 | $2.0M |
| Vision | COMBINED INSURANCE COMPANY OF AMERICA | 3,311 | $161K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,440 | $402K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,946 | $203K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,001 | $216K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 384 | $2.0M |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,440 | $402K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,311 | — |
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.