| 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 | $281K | — | $281K | 2.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADV | 75 STATE ST STE 1710 BOSTON, MA 02109 | HARTFORD LIFE AND ACCIDENT | — | $138K | $138K | 1.96% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $70K | — | $70K | 1.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $33K | — | $33K | 1.00% |
| 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 | $28K | — | $28K | 1.00% |
| SYSCO CORPORATION5 | 1390 ENCLAVE PARKWAY HOUSTON, TX 77077 | METROPOLITAN LIFE INSURANCE COMPANY | — | $75K | $75K | 5.27% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852 NEW YORK, NY 100878852 | KAISER FOUNDATION HEALTH PLAN INC. | $14K | — | $14K | 1.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE | P. O. BOX 28852 NEY YORK, NY 30374 | HEALTH ALLIANCE PLAN | $11K | — | $11K | 1.02% |
| WILLIS TOWERS WATSON US LLC3 | COMMISSION LOCKBOX 28852 P.O. BOX 28852 NEW YORK, NY 10087 | UPMC HEALTH OPTIONS | $9K | — | $9K | 1.00% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 100878852 | SELECTHEALTH | $8K | — | $8K | 1.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | 901 NORTH GLEBE ROAD SUITE 600 ARLINGTON, VA 22203 | HEALTH ALLIANCE MEDICAL PLANS | $10K | — | $10K | 1.49% |
| 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 | $3K | $484 | $3K | 1.19% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH USA | PO BOX 301598 DALLAS, TX 75303 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $22K | — | $22K | 14.73% |
| 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 | $10K | $1K | $12K | 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 | $1K | — | $1K | 2.12% |
| WILLIS TOWERS WATSON US LLC3 | COMMISSION LOCKBOX 28852 P.O. BOX 28852 NEW YORK, NY 10087 | UPMC HEALTH OPTIONS | $176 | — | $176 | 0.99% |
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 | 41,270 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,367 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 753 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 43,390 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(20 contracts, 14 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 9,189 | $27.1M |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 36,199 | $14.0M |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 69 | $68K |
| Prescription drug(19 contracts, 13 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 934 | $24.6M |
| Other(3 contracts, 3 carriers) | HARTFORD LIFE AND ACCIDENT | 34,652 | $8.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 36,199 | — |
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.