| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST, INC | 1 WORLD FINANCIAL CTR FL 621 NEW YORK, NY 10281 | KAISER FOUNDATION HEALTH PLAN, INC. | $8K | — | $8K | 0.36% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | PO BOX 4557 NEW YORK, NY 10249 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $89K | — | $89K | 7.77% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | ONE WORLD FINANCIAL CENTER 200 LIBERTY ST NEW YORK, NY 10281 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $46K | — | $46K | 4.02% |
| THE ORIENTATION COMPANY, INC.3 Filed as: THE ORIENTATION COMPANY INC | 5 COWBOYS WAY STE 300 I FRISCO, TX 75034 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $33K | — | $33K | 2.90% |
| LOCKTON COMPANIES, LLC3 | 777 S. FIGUEROA ST, STE 5200 LOS ANGELES, CA 90017 | KAISER FOUNDATION HEALTH PLAN, INC. | $2K | — | $2K | 0.36% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 100 BANK STREET - SUITE 500 BURLINGTON, VT 05401 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $840 | — | $840 | 0.18% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF NEW YORK INC. | 200 LIBERTY STREET NEW YORK, NY 10281 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $993 | — | $993 | 0.36% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | PO BOX 4557 NEW YORK, NY 10249 | VISION SERVICE PLAN | $7K | — | $7K | 2.61% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 1 WORLD FINANCIAL CENTER 200 LIBERTY STREET NEW YORK, NY 10281 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $360 | — | $360 | 0.16% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 1 WORLD FINANCIAL CTR FL 6 NEW YORK, NY 10281 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $1K | — | $1K | 0.87% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC. | 250 MONROE AVENUE NW SUITE 400 GRAND RAPIDS, MI 49503 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $804 | — | $804 | 1.32% |
| LOCKTON COMPANIES, LLC3 | 725 S. FIGUEROA 35TH FLOOR LOS ANGELES, CA 90017 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $415 | — | $415 | 0.68% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON NORTHEAST INC | 38 EASTWOOD DRIVE SUITE 300 SOUTH BURLINGTON, VT 05403 | KAISER FOUNDATION HEALTH PLAN, INC. | $72 | — | $72 | 0.25% |
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 | 2,808 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 23 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 100 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,931 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 412 | $3.8M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 1,276 | $136K |
| Vision | VISION SERVICE PLAN | 2,090 | $262K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,808 | $1.1M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,808 | $1.1M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,808 | $1.1M |
| Prescription drug(7 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 412 | $3.8M |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,808 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,808 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.