| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | AETNA LIFE INSURANCE CO. | $48K | $2K | $50K | 1.34% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | AETNA LIFE INSURANCE CO. | $48K | — | $48K | 1.28% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: DRIVER ALLIANT INSURANCE SERVICES | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | AETNA HEALTH, INC. | $40K | — | $40K | 1.10% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | AETNA HEALTH, INC. | $37K | — | $37K | 1.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD., STE. 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $13K | — | $13K | 1.47% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 0.81% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | — | $910 | $910 | 0.11% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2121 N. CALIFORNIA BLVD., STE. 1000 WALNUT CREEK, CA 94596 | KAISER FOUNDATION HEALTH PLAN INC | $6K | — | $6K | 1.39% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | KAISER FOUNDATION HEALTH PLAN INC | $3K | — | $3K | 0.83% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | — | $496 | $496 | 0.12% |
| LOCKTON COMPANIES, LLC3 | 8110 E UNION AVENUE, SUITE 700 DENVER, CO 80237 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $63 | $59 | $122 | 0.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | — | $60 | $60 | 0.02% |
| LOCKTON COMPANIES, LLC3 | 444 WEST 47TH STREET, SUITE 900 KANSAS CITY, MO 64112 | GERBER LIFE INSURANCE CO. | $3K | — | $3K | 4.61% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 2121 N. CALIFORNIA BLVD, SUITE 1000 WALNUT CREEK, CA 94596 | GERBER LIFE INSURANCE CO. | $2K | — | $2K | 2.31% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PLANSOURCE ADMINISTRATOR | Contract Administrator Service code 13 | 101 SOUTH GARLAND AVENUE ORLANDO, FL 32801 | $9K |
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 | 1,281 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,291 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 1,281 | $5.3M |
| Dental | AETNA LIFE INSURANCE CO. | 1,281 | $3.7M |
| Vision | GERBER LIFE INSURANCE CO. | 641 | $75K |
| Life insurance | AETNA LIFE INSURANCE CO. | 1,281 | $3.7M |
| Short-term disability | AETNA LIFE INSURANCE CO. | 1,281 | $3.7M |
| Long-term disability | AETNA LIFE INSURANCE CO. | 1,281 | $3.7M |
| Other | AETNA LIFE INSURANCE CO. | 1,281 | $3.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,281 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.