| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $2K | $2K | 0.04% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 6TH FLOOR SAN DIEGO, CA 92101 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $64K | $64K | 2.47% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | PO BOX 8299 6TH FLOOR PASADENA, CA 91109 | VISION SERVICE PLAN | $7K | $0 | $7K | 1.40% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 91109 | METLIFE LEGAL PLANS | $12K | $0 | $12K | 10.15% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | METLIFE LEGAL PLANS | $0 | $1K | $1K | 1.23% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES | 3600 N CAPITAL OF TEXAS HWY AUSTIN, TX 78746 | METLIFE LEGAL PLANS | $0 | $373 | $373 | 0.33% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 5444 WESTHEIMER RD STE 900 HOUSTON, TX 77056 | METLIFE LEGAL PLANS | $0 | $15 | $15 | 0.01% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | — | CONCERN EAP | $5K | $0 | $5K | 5.00% |
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 | 3,731 | 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) | 3,731 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 1,211 | $5.4M |
| Vision | VISION SERVICE PLAN | 3,016 | $524K |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,731 | $2.6M |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,731 | $2.6M |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 3,731 | $2.6M |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 1,211 | $5.4M |
| Other(2 contracts, 2 carriers) | METLIFE LEGAL PLANS | 3,533 | $212K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,731 | — |
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.