| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 911098299 | KAISER FOUNDATION HEALTH PLAN INC | $104K | $0 | $104K | 3.00% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $898 | $898 | 0.03% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN AND ASSOCIATES | 2355 CRENSHAW BLVD STE 200 TORRANCE, CA 90501 | KAISER FOUNDATION HEALTH PLAN INC | -$2K | $0 | -$2K | -0.07% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SVCS INC | 701 B ST FL 6 SAN DIEGO, CA 92101 | CALIFORNIA PHYSICIANS' SERVICE | $282 | $144K | $144K | 5.40% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | PO BOX 8299 PASADENA, CA 911098299 | KAISER FOUNDATION HEALTH PLAN INC | $31K | $0 | $31K | 1.30% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B ST FL 6 SAN DIEGO, CA 921018156 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $387 | $387 | 0.02% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 2185 N CALIFORNIA BLVD STE 400 WALNUT CREEK, CA 94596 | HARTFORD LIFE AND ACCIDENT | $15K | $0 | $15K | 9.86% |
| ALLIANT INSURANCE SERVICES, INC.3 Filed as: ALLIANT INSURANCE SERVICES INC | 701 B STREET 6TH FLOOR SAN DIEGO, CA 92101 | HARTFORD LIFE AND ACCIDENT | $0 | $7K | $7K | 4.36% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: KEENAN & ASSOC INC | 2868 PROSPECT PARK DR STE 600 RANCHO CORDOVA, CA 95670 | HARTFORD LIFE AND ACCIDENT | $0 | $2 | $2 | 0.00% |
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 | 740 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 30 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 772 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 513 | $8.5M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 740 | $150K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 740 | $150K |
| Prescription drug | CALIFORNIA PHYSICIANS' SERVICE | 357 | $2.7M |
| Other | HARTFORD LIFE AND ACCIDENT | 740 | $150K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 740 | — |
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.