| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $257K | — | $257K | 1.24% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $43K | — | $43K | 1.98% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | $26K | $76K | $102K | 6.50% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $13K | — | $13K | 1.57% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $12K | — | $12K | 2.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HEALTH PLAN OF NEVADA | $13K | — | $13K | 2.74% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $13K | — | $13K | 4.58% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | PRESBYTERIAN HEALTH PLAN INC | $8K | — | $8K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $2K | — | $2K | 1.93% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $2K | — | $2K | 1.91% |
| EOI SERVICE COMPANY INC3 | 1820 E FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | UNUM INSURANCE COMPANY | $21K | $657 | $22K | 47.10% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNUM INSURANCE COMPANY | $5K | $282 | $5K | 11.66% |
| EOI SERVICE COMPANY INC3 | 1820 E FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | UNUM INSURANCE COMPANY | $15K | $606 | $16K | 36.43% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNUM INSURANCE COMPANY | $3K | $259 | $3K | 6.60% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $757 | $1 | $758 | 2.05% |
| EOI SERVICE COMPANY INC3 | 1820 E FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | UNUM INSURANCE COMPANY | $12K | $426 | $12K | 39.92% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSUANCE SERVICES, INC. | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNUM INSURANCE COMPANY | $3K | $184 | $4K | 11.63% |
| CONTINENTAL - SEE ATTACHMENT3 Filed as: CONTINENTAL - SEE ATTACMENT | PO BOX 427 COLUMBIA, SC 29202 | CONTINENATL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 18.55% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $525 | — | $525 | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $410 | $47 | $457 | 16.73% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $43 | $43 | 1.57% |
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 | 2,734 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 19 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,753 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(11 contracts, 10 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 4,114 | $25.4M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 4,114 | $20.7M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 1,921 | $305K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 2,851 | $1.6M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 2,851 | $1.6M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 2,851 | $1.6M |
| Prescription drug(11 contracts, 10 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 4,114 | $25.4M |
| Other(7 contracts, 5 carriers) | HARTFORD LIFE AND ACCIDENT | 2,851 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,114 | — |
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.