| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BNFTS ADVSRS LLC | SUITE 1710 75 STATE ST BOSTON, MA 02109 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $305K | — | $305K | 2.24% |
| MIGU PRESS INC5 Filed as: MIGU PRESS INC. | 260 IVYLAND ROAD WARMINSTER, PA 18974 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $19K | $19K | 0.14% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADV | 75 STATE ST STE 1710 BOSTON, MA 02109 | HARTFORD LIFE AND ACCIDENT | — | $123K | $123K | 1.79% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $65K | — | $65K | 0.99% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852 NEW YORK, PA 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $32K | — | $32K | 0.99% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DE INC | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | UNUM LIFE INSURANCE COMAPNY OF AMERICA | — | $50K | $50K | 1.81% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC | COMMISSION LOCKBOX # 28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $27K | — | $27K | 1.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $15K | — | $15K | 1.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE | 1079 SOLUTIONS CENTER CHICAGO, IL 60677 | HEALTH ALLIANCE PLAN | $12K | — | $12K | 1.00% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 100878852 | SELECTHEALTH | $10K | — | $10K | 0.99% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON US LLC | 901 NORTH GLEBE ROAD SUITE 600 ARLINGTON, VA 22203 | HEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE | $19K | — | $19K | 2.31% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | 901 NORTH GLEBE ROAD SUITE 600 ARLINGTON, VA 22203 | HEALTH ALLIANCE MEDICAL PLANS | $11K | — | $11K | 1.42% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DE INC | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $18K | $18K | 2.42% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DE INC | COMMISSION LOCKBOX 28852 P.O. BOX 28852 NEW YORK, NY 10087 | UPMC HEALTH OPTIONS | $8K | — | $8K | 1.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC.(LA) | LOCKBOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $2K | — | $2K | 0.97% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF CO LLC | 1873 S BELLAIR ST, STE 600 DENVER, CO 80222 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 2.77% |
| WORTHAM SAN ANTONIO INC3 Filed as: JOHN L WORTHAM & SON LLP | PO BOX 301598 DALLAS, TX 75303 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $16K | — | $16K | 14.65% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADV | C/O BEECHER CARLSON 75 STATE ST SUITE 1710 BOSTON, MA 02109 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | $1K | $13K | 17.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | 901 NORTH GLEBE ROAD SUITE 600 ARLINGTON, VA 22203 | HEALTH ALLIANCE MEDICAL PLANS | $2K | — | $2K | 2.13% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DE INC. | COMMISSION LOCKBOX 28852 P.O. BOX 28852 NEW YORK, NY 10087 | UPMC HEALTH OPTIONS | $148 | — | $148 | 0.92% |
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 | 41,945 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,268 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 895 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 44,108 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(18 contracts, 13 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,038 | $24.7M |
| Life insurance(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 36,500 | $13.8M |
| Short-term disability | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | 322 | $143K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 83 | $74K |
| Prescription drug(19 contracts, 13 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,038 | $24.8M |
| Other(6 contracts, 5 carriers) | HARTFORD LIFE AND ACCIDENT | 65,523 | $11.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 65,523 | — |
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.