| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC. | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | BLUE CROSS OF CALIFORNIA | $338K | $20K | $358K | 1.85% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | KAISER FOUNDATION HEALTH PLAN INC. | $71K | $5K | $76K | 1.67% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | STANDARD INSURANCE COMPANY | $70K | $29K | $99K | 19.24% |
| ALLIANT INSURANCE SERVICES, INC.3 | 1301 DOVE STREET, SUITE 200 NEWPORT BEACH, CA 92660 | STANDARD INSURANCE COMPANY | $35K | $9K | $43K | 16.90% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | STANDARD INSURANCE COMPANY | $30K | $13K | $43K | 19.59% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | DELTA DENTAL OF CALIFORNIA | $3K | — | $3K | 4.25% |
| ALLIANT INSURANCE SERVICES, INC.3 | 18100 VON KARMAN 10TH FLOOR IRVINE, CA 92612 | ACE AMERICAN INSURANCE COMPANY | $160 | — | $160 | 3.76% |
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 | 2,139 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 96 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,235 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 1,518 | $24.0M |
| Dental | DELTA DENTAL OF CALIFORNIA | 118 | $60K |
| Vision | VISION SERVICE PLAN | 1,981 | $220K |
| Life insurance | STANDARD INSURANCE COMPANY | 2,306 | $514K |
| Short-term disability | STANDARD INSURANCE COMPANY | 2,271 | $221K |
| Long-term disability | STANDARD INSURANCE COMPANY | 2,307 | $257K |
| Other(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 2,306 | $19.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,307 | — |
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.