| 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 | $296K | $26K | $323K | 1.15% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $49K | $162 | $49K | 1.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | $32K | $98K | $130K | 6.28% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3K | $59K | $63K | 3.37% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $18K | — | $18K | 1.99% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN INC. | $16K | $51 | $16K | 2.01% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | HEALTH PLAN OF NEVADA | $15K | — | $15K | 2.98% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | VISION SERVICE PLAN | $17K | — | $17K | 4.97% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | PRESBYTERIAN HEALTH PLAN INC | $9K | — | $9K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $4K | — | $4K | 2.05% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $3K | — | $3K | 2.05% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $2K | — | $2K | 1.99% |
| SYNERGY ENROLLMENT & BENEFITS LLC3 Filed as: SYNERGY ENROLLMENT AND BENEFIT | 3550 CAMINO DEL RIO N STE 207 SAN DIEGO, CA 92108 | UNUM INSURANCE COMPANY | $20K | — | $20K | 18.13% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNUM INSURANCE COMPANY | $12K | $389 | $13K | 11.36% |
| SYNERGY ENROLLMENT & BENEFITS LLC3 Filed as: SYNERGY ENROLLMENT AND BENEFIT | 3550 CAMINO DEL RIO N STE 207 SAN DIEGO, CA 92108 | UNUM INSURANCE COMPANY | $11K | — | $11K | 14.30% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNUM INSURANCE COMPANY | $8K | $288 | $9K | 11.37% |
| EOI SERVICE COMPANY INC3 | 1820 E FIRST STREET, SUITE 400 SANTA ANA, CA 92705 | UNUM INSURANCE COMPANY | $975 | — | $975 | 1.27% |
| SYNERGY ENROLLMENT & BENEFITS LLC3 Filed as: SYNERGY ENROLLMENT AND BENEFIT | 3550 CAMINO DEL RIO N STE 207 SAN DIEGO, CA 92108 | UNUM INSURANCE COMPANY | $11K | — | $11K | 15.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | UNUM INSURANCE COMPANY | $8K | $270 | $8K | 11.39% |
| EOI SERVICE COMPANY INC3 | 3100 E MIRALOMA AVE SUITE 240 ANAHEIM, CA 92806 | UNUM INSURANCE COMPANY | $702 | $1 | $703 | 0.98% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | $387 | $5K | 13.14% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $342 | $75 | $417 | 2.55% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $410 | $41 | $451 | 16.51% |
| IMG5 | 2960 NORTH MERIDIAN STREET INDIANAPOLIS, IN 46208 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $48 | $48 | 1.76% |
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 | 3,384 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 32 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,416 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 10 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 4,776 | $35.4M |
| Dental(3 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 4,776 | $29.9M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 2,263 | $380K |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 4,144 | $2.1M |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 4,144 | $2.1M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 4,144 | $2.1M |
| Prescription drug(11 contracts, 10 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 4,776 | $33.5M |
| Other(8 contracts, 6 carriers) | HARTFORD LIFE AND ACCIDENT | 4,144 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,776 | — |
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.