| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $120K | — | $120K | 0.84% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN L WORTHAM & SON LLP | PO BOX 301598 DALLAS, TX 75303 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $24K | — | $24K | 0.16% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | 901 NORTH GLEBE ROAD SUITE 600 ARLINGTON, VA 22203 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $97K | $653 | $98K | 1.01% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4585 PAYSPHERE CIRCLE CHICAGO, IL 60674 | AETNA LIFE INSURANCE CO. | $55K | $43K | $97K | 1.34% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN L WORTHAM & SON LLP | PO BOX 301598 DALLAS, TX 75303 | AETNA LIFE INSURANCE CO. | $18K | — | $18K | 0.25% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA, INC. | PO BOX 8500 S-6110 PHILADELPHIA, PA 19178 | HCSC - BCBS OF TEXAS | $30K | — | $30K | 0.67% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE, INC. | 901 NORTH GLEBE ROAD SUITE 600 ARLINGTON, VA 22203 | HCSC - BCBS OF TEXAS | $15K | — | $15K | 0.33% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852P NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC | $22K | — | $22K | 0.74% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA INC. | LOCKBOX #9102 P.O. BOX 8500 PHILADELPHIA, PA 191780001 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 0.26% |
| BB&H BENEFIT DESIGNS3 Filed as: BB & H BENEFIT DESIGNS | 109 E VICTORIA ST SANTA BARBARA, CA 93101 | AETNA HEALTH, INC. | $112K | — | $112K | 3.99% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852P NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $19K | — | $19K | 0.67% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA INC. | LOCKBOX #9102 P.O. BOX 8500 PHILADELPHIA, PA 191780001 | KAISER FOUNDATION HEALTH PLAN INC. | $9K | — | $9K | 0.33% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA INC | LOCKBOX #9102 P.O. BOX 8500 PHILADELPHIA, PA 191789102 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $2K | — | $2K | 0.07% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA, INC. | PO BOX 850 LOCKBOX #9102 PHILADELPHIA, PA 19178 | KEYSTONE HEALTH PLAN CENTRAL | $24K | — | $24K | 1.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852 NEW YORK, NY 100878852 | SELECTHEALTH | $18K | — | $18K | 1.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852P NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $11K | — | $11K | 0.65% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA, INC. | LOCKBOX #9102 P.O. BOX 8500 PHILADELPHIA, PA 191780001 | KAISER FOUNDATION HEALTH PLAN INC. | $6K | — | $6K | 0.34% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852P NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $11K | — | $11K | 0.75% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA INC. | LOCKBOX #9102 P.O. BOX 8500 PHILADELPHIA, PA 191780001 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | — | $4K | 0.25% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | 901 N. GLEBE ROAD ARLINGTON, VA 22203 | HEALTH ALLIANCE PLAN | $13K | — | $13K | 0.88% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA INC. | LOCKBOX #2 P.O. BOX 8500 PHILADELPHIA, PA 191789102 | HEALTH ALLIANCE PLAN | $2K | — | $2K | 0.16% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | 901 NORTH GLEBE ROAD SUITE 600 ARLINGTON, VA 22203 | HEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE | $18K | — | $18K | 1.33% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS, PERRIN, FORSTER & CROSBY | 300 S GRAND AVE STE 2000 LOS ANGELES, CA 90071 | HEALTH NET | $13K | — | $13K | 0.97% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | 901 NORTH GLEBE ROAD SUITE 600 ARLINGTON, VA 22203 | HEALTH ALLIANCE MEDICAL PLANS | $26K | — | $26K | 2.03% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852P NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $8K | — | $8K | 0.74% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA INC. | LOCKBOX #9102 P.O. BOX 8500 PHILADELPHIA, PA 191780001 | KAISER FOUNDATION HEALTH PLAN INC. | $3K | — | $3K | 0.27% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC. | 1717 MAIN STREET, SUITE 4400 COMERICA BANK TOWER DALLAS, TX 75201 | ZURICH AMERICAN INSURANCE COMPANY | $117K | — | $117K | 13.55% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE & RICK MANAGEMENT | PO BOX 1388 HOUSTON, TX 77251 | ZURICH AMERICAN INSURANCE COMPANY | $15K | — | $15K | 1.71% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS, PERRIN, FORSTER & CROSBY | 300 S GRAND AVE SUITE 2000 LOS ANGELES, CA 90071 | HEALTH NET | $8K | — | $8K | 0.97% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA | USX TOWER 5650 600 GRANT ST PITTSBURGH, PA 16037 | UPMC HEALTH OPTIONS | $6K | — | $6K | 1.02% |
| MACE LINDE3 | 1254 CONCORD HUNT DR. BRENTWOOD, TN 37027 | DELTA DENTAL OF TENNESSEE | $18K | — | $18K | 3.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA, INC. | PO BOX 850 LOCKBOX #9102 PHILADELPHIA, PA 19178 | CAPITAL ADVANTAGE ASSURANCE COMPANY | $4K | — | $4K | 0.74% |
| BENEFITS INC3 Filed as: BENEFITS, INC. | 9301 S W FREEWAY STE 270 HOUSTON, TX 77074 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $10K | — | $10K | 1.93% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852P NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | — | $4K | 0.70% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA INC. | LOCKBOX #9102 P.O. BOX 8500 PHILADELPHIA, PA 191780001 | KAISER FOUNDATION HEALTH PLAN INC. | $1K | — | $1K | 0.22% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852P NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $4K | — | $4K | 0.74% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA INC. | LOCKBOX #9102 P.O. BOX 8500 PHILADELPHIA, PA 191780001 | KAISER FOUNDATION HEALTH PLAN INC. | $1K | — | $1K | 0.26% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852P NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $3K | — | $3K | 0.75% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA INC. | LOCKBOX #9102 P.O. BOX 8500 PHILADELPHIA, PA 191780001 | KAISER FOUNDATION HEALTH PLAN INC. | $937 | — | $937 | 0.25% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA INC. | 1717 MAIN STREET, SUITE 4400 COMERICA BANK TOWER DALLAS, TX 75201 | ZURICH AMERICAN INSURANCE COMPANY | $26K | — | $26K | 8.31% |
| WORTHAM SAN ANTONIO INC3 Filed as: WORTHAM INSURANCE & RISK MANAGEMENT | PO BOX 1388 HOUSTON, TX 77251 | ZURICH AMERICAN INSURANCE COMPANY | $5K | — | $5K | 1.69% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. (LA) | 1925 CENTURY PARK E. LOS ANGELES, CA 90067 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $3K | — | $3K | 0.92% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS | 6399 S FIDDLERS GREEN CICRCLE SUITE 200 GREENWOOD VILLAGE, CO 80111 | DELTA DENTAL OF COLORADO | $11K | — | $11K | 4.14% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC | 901 NORTH GLEBE ROAD SUITE 600 ARLINGTON, VA 22203 | HEALTH ALLIANCE MIDWEST, INC. | $5K | — | $5K | 2.53% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CO LLC | 1873 S BELLAIR ST STE 600 DENVER, CO 80222 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6K | — | $6K | 3.08% |
| ACADIA BENEFITS INC3 Filed as: ACADIA BENEFITS INC. | 111 COMMERCIAL ST 5TH FL PORTLAND, ME 04101 | DELTA DENTAL PLAN OF MAINE | $3K | — | $3K | 2.20% |
| BENEFITS INC3 Filed as: BENEFITS INC. | 9301 S W FREEWAY STE 270 HOUSTON, TX 77074 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | $577 | $12K | 15.65% |
| EDWIN S PITTAWAY JR INC.3 | 7400 E ARAPAHOE RD STE 205 ENGLEWOOD, CO 80112 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | — | $6K | 9.00% |
| PAOLUCCI, DOMINIC N3 | 4600 S ULSTER ST STE 1200 DENVER, CO 80237 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | — | $4K | 6.00% |
| BB&H BENEFIT DESIGNS3 Filed as: BB & H BENEFIT DESIGNS | 109 E VICTORIA SANTA BARBARA, CA 93101 | BLUE CROSS OF CALIFORNIA | $751 | — | $751 | 3.06% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON PENNSYLVANIA INC. | USX TOWER 5650 600 GRANT ST PITTSBURGH, PA 16037 | UPMC HEALTH OPTIONS | $278 | — | $278 | 1.16% |
| 2 PLAN INC3 | 8802 N MERIDIAN ST STE 100 INDIANAPOLIS, IN 462605318 | COMPBENEFITS | $71 | — | $71 | 0.69% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA ST SANTA BARBARA, CA 931012018 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 12.88% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA ST SANTA BARBARA, CA 931012018 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $787 | $114 | $901 | 17.17% |
| BB&H BENEFIT DESIGNS3 | 109 E VICTORIA ST SANTA BARBARA, CA 931012018 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $608 | $40 | $648 | 15.99% |
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 | 36,487 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,144 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,034 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 38,665 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(24 contracts, 15 carriers) | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | 1,668 | $43.7M |
| Dental(9 contracts, 8 carriers) | DELTA DENTAL OF TENNESSEE | 2,116 | $1.9M |
| Vision | VISION SERVICE PLAN | 209 | $41K |
| Life insurance(4 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 38,170 | $14.5M |
| Short-term disability(3 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 34,409 | $7.4M |
| Long-term disability(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 34,409 | $7.8M |
| Prescription drug(3 contracts, 3 carriers) | BLUE CARE NETWORK OF MICHIGAN | 967 | $6.7M |
| Other(8 contracts, 5 carriers) | ZURICH AMERICAN INSURANCE COMPANY | 35,511 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 38,170 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.