| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SHOMER INSURANCE AGENCY3 Filed as: SHOMER INSURANCE SERVICES, INC. | 5805 SEPULVEDA BOULEVARD, SUITE 500 SHERMAN OAKS, CA 91411 | KAISER FOUNDATION HEALTH PLAN INC | $131K | $0 | $131K | 2.80% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: DICKERSON EMPLOYEE BENEFITS | 1918 RIVERSIDE DRIVE LOS ANGELES, CA 90039 | KAISER FOUNDATION HEALTH PLAN INC | $64K | $0 | $64K | 1.38% |
| LOCKTON COMPANIES, LLC3 | 777 SOUTH FIGUEROA STREET SUITE 5200 LOS ANGELES, CA 90017 | KAISER FOUNDATION HEALTH PLAN INC | $5K | $0 | $5K | 0.11% |
| LOCKTON COMPANIES, LLC3 | PO BOX 843844 KANSAS CITY, MO 64184 | KAISER FOUNDATION HEALTH PLAN INC | $0 | $153 | $153 | 0.00% |
| SHOMER INSURANCE AGENCY3 Filed as: SHOMER INSURANCE SERVICES, INC. | 5805 SEPULVEDA BOULEVARD, SUITE 500 SHERMAN OAKS, CA 91411 | KAISER FOUNDATION HEALTH PLAN INC | $22K | $0 | $22K | 3.82% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP, INC. | 5805 SEPULVEDA BOULEVARD, SUITE 500 SHERMAN OAKS, CA 91411 | METROPOLITAN LIFE INSURANCE COMPANY | $27K | $34 | $27K | 6.96% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: DICKERSON EMPLOYEE BENEFITS | 1918 RIVERSIDE DRIVE LOS ANGELES, CA 90039 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $1K | $8K | 2.16% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP, INC. | 965 GREENTREE ROAD, SUITE 110 PITTSBURGH, PA 15220 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $6K | $6K | 1.49% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP, INC. | 5805 SEPULVEDA BOULEVARD, SUITE 500 SHERMAN OAKS, CA 91411 | SAFEGUARD HEALTH PLANS INC., A CALIFORNIA CORPORATION | $2K | $0 | $2K | 7.91% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: DICKERSON EMPLOYEE BENEFITS | 1918 RIVERSIDE DRIVE LOS ANGELES, CA 90039 | SAFEGUARD HEALTH PLANS INC., A CALIFORNIA CORPORATION | $508 | $64 | $572 | 2.98% |
| GCG FINANCIAL LLC3 Filed as: ALERA GROUP, INC. | 965 GREENTREE ROAD, SUITE 110 PITTSBURGH, PA 15220 | SAFEGUARD HEALTH PLANS INC., A CALIFORNIA CORPORATION | $0 | $358 | $358 | 1.87% |
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 | 1,515 | 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) | 1,515 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 476 | $5.2M |
| Dental(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,515 | $402K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,515 | $383K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,515 | $383K |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 476 | $5.2M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,515 | $383K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,515 | — |
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.