| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, CA 94596 | SUTTER HEALTH PLAN | $40K | $0 | $40K | 3.57% |
| LIBERTY COMPANY INSURANCE BROKERS3 | 5955 DE SOTO AVENUE, SUITE 250 WOODLAND HILLS, CA 91367 | SUTTER HEALTH PLAN | $16K | $0 | $16K | 1.43% |
| ALLIANT INSURANCE SERVICES, INC.3 | 12657 ALCOSTA BOULEVARD, SUITE 175 SAN RAMON, CA 94583 | SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | — | $15K | 3.76% |
| LIBERTY COMPANY INSURANCE BROKERS3 | 5955 DE SOTO AVENUE, SUITE 250 WOODLAND HILLS, CA 91367 | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | — | $4K | 1.04% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 SAN RAMON, CA 94583 | UNITEDHEALTHCARE INSURANCE COMPANY | $9K | $0 | $9K | 3.23% |
| LIBERTY COMPANY INSURANCE BROKERS3 | 5955 DE SOTO AVENUE, SUITE 250 WOODLAND HILLS, CA 91367 | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | $0 | $5K | 1.77% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP, INC. | 669 RIVER DRIVE, CENTER II SUITE 305 ELMWOOD PARK, NJ 07407 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $0 | $2K | 0.86% |
| THE ARLEN GROUP3 | 2121 NORTH CALIFORNIA BOULEVARD SUITE 1000 WALNUT CREEK, CA 94596 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $660 | $660 | 0.23% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC CALIFORNIA | 669 RIVER DRIVE, CENTER II SUITE 305 ELMWOOD PARK, NJ 07407 | UNITEDHEALTHCARE INSURANCE COMPANY | $540 | $0 | $540 | 0.19% |
| ALLIANT INSURANCE SERVICES, INC.3 | 2185 NORTH CALIFORNIA BOULEVARD SUITE 400 WALNUT CREEK, CA 94596 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | $4K | $15K | 9.93% |
| LIBERTY COMPANY INSURANCE BROKERS3 | 5955 DE SOTO AVENUE, SUITE 250 WOODLAND HILLS, CA 91367 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3K | $0 | $3K | 2.20% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CALIFORNIA PHYSICIANS' SERVICE | $2K | $0 | $2K | 5.00% |
| WELDON G KERR3 Filed as: WELDON G. KERR | 6155 ALMADEN EXPRESSWAY, SUITE 210 SAN JOSE, CA 95120 | CALIFORNIA PHYSICIANS' SERVICE | $1K | $0 | $1K | 2.50% |
| ALLIANT INSURANCE SERVICES, INC.3 | PO BOX 120670 SAN DIEGO, CA 92101 | CALIFORNIA DENTAL NETWORK, INC. | $879 | $0 | $879 | 15.66% |
| LIBERTY COMPANY INSURANCE BROKERS3 | 5955 DE SOTO AVENUE, SUITE 250 WOODLAND HILLS, CA 91367 | CALIFORNIA DENTAL NETWORK, INC. | $68 | $0 | $68 | 1.21% |
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 | 199 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 199 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 466 | $4.4M |
| Dental(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 467 | $403K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 467 | $397K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 199 | $151K |
| Prescription drug(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 466 | $4.4M |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 199 | $151K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 467 | — |
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.