| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST | 75 REMITTANCE DRIVE, SUITE 1446 CHICAGO, IL 60675 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $50K | $6K | $56K | 5.63% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | KAISER FOUNDATION HEALTH PLAN INC. | $18K | — | $18K | 2.95% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST | 75 REMITTANCE DRIVE, SUITE 1446 CHICAGO, IL 60675 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $24K | $3K | $27K | 5.64% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 2555 E. CAMELBACK ROAD, SUITE 700 PHOENIX, AZ 85016 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $9K | — | $9K | 3.28% |
| AON CONSULTING INC3 Filed as: AON RISK INSURANCE SERVICES WEST | 75 REMITTANCE DR., SUITE 1446 CHICAGO, IL 60675 | LIFE INSURANCE COMPANY OF NORTH AMERICA | — | $1K | $1K | 0.65% |
| BKA BENEFITS4 | 6717 W. WAHALLA LANE GLENDALE, AZ 85308 | PRE-PAID LEGAL SERVICES, INC. | $4K | — | $4K | 8.44% |
| ARTHUR J. KINCH4 | 7009 QUAIL HILL ROAD CHARLOTTE, NC 28210 | PRE-PAID LEGAL SERVICES, INC. | $229 | — | $229 | 0.55% |
| DAVID M. WHITE4 | 4139 N. 49TH PLACE PHOENIX, AZ 85018 | PRE-PAID LEGAL SERVICES, INC. | $173 | — | $173 | 0.41% |
| GEORGE & PAULLA ENTERPRISES LLC4 | 97 EAST 2000 SOUTH BOUNTIFUL, UT 84010 | PRE-PAID LEGAL SERVICES, INC. | $99 | — | $99 | 0.24% |
| MORETON & COMPANY4 Filed as: DAWN MORTON | P.O. BOX 132 LIMINGTON, ME 04049 | PRE-PAID LEGAL SERVICES, INC. | $40 | — | $40 | 0.10% |
| BARBARA L. LEBSOCK4 | P.O. BOX 912 VISTA, CA 92085 | PRE-PAID LEGAL SERVICES, INC. | $21 | — | $21 | 0.05% |
| MICHAEL W. SCHECHTER4 | 158 FOUR BROOKS ROAD STAMFORD, CT 06903 | PRE-PAID LEGAL SERVICES, INC. | $7 | — | $7 | 0.02% |
| JAMES L. SMITH4 | 20280 N. 59TH AVE., STE. 115446 GLENDALE, AZ 85308 | PRE-PAID LEGAL SERVICES, INC. | $7 | — | $7 | 0.02% |
| MICHELLE ROBERTS4 | 265 CENTRAL AVENUE SUNNYVALE, CA 94086 | PRE-PAID LEGAL SERVICES, INC. | $5 | — | $5 | 0.01% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 29840 NETWORK PLACE CHICAGO, IL 606731299 | HARTFORD LIFE AND ACCIDENT | — | $228 | $228 | 1.50% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL INC. | 75 REMITTANCE DRIVE, SUITE 1446 CHICAGO, IL 60675 | HARTFORD LIFE AND ACCIDENT | — | $57 | $57 | 0.37% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 199 WATER STREET NEW YORK, NY 10038 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $887 | — | $887 | 15.01% |
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 | 2,474 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,489 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 137 | $884K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 41 | $267K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,474 | $996K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,474 | $479K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC. | 137 | $617K |
| Other(6 contracts, 6 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 2,474 | $522K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,474 | — |
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.